At Summit Group Wealth Advisors, we offer a wide range of wealth preservation strategies focused on individuals who are in or nearing retirement age. The closer you are to retirement, the less risk you should take on. That’s why we’ll help you incorporate products and services to help preserve what you have.

Summit Group Wealth Advisors financial professional, Brandon Stimpson, can help serve your asset preservation needs through strategies like life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning.

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Our Preservation Solutions

A thoughtful retirement strategy must account for the unexpected disruptions that could impact your family’s financial future. Our life insurance and risk management services evaluate your current coverage to help align it with your evolving long-term goals. Whether your objective is to replace lost income for a surviving spouse, clear outstanding liabilities, fund a buy-sell agreement for a business, or utilize permanent policies as tax-advantaged estate planning tools, we help you source and structure appropriate protection. By addressing these vulnerabilities, we work to help support your family’s financial stability through changing lifestyle circumstances.
Taxes can significantly impact wealth in retirement if your withdrawals and investments aren’t carefully coordinated. Our tax-efficient strategies shift the focus from year-end filing to proactive, multi-year planning designed to help manage your tax exposure over time. By analyzing asset location, structuring tax-smart distribution schedules, and utilizing advanced tools like Roth conversions and tax-loss harvesting, we align your portfolio with the tax code to help reduce your tax liability and support the longevity of your retirement savings.

Choosing the best Medicare Plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age. You have many options to choose from, and our team is prepared to help you make a confident decision about the plan options that may be best for you.

For many families, an Individual Retirement Account (IRA) represents a significant asset they will pass down to the next generation, yet it is also subject to specific income tax rules. Without a proactive strategy, leaving a traditional IRA directly to your children or grandchildren may result in accelerated tax liabilities and higher overall taxation for your beneficiaries. Our IRA legacy planning services help evaluate structural frameworks, such as specialized legacy trusts and precise beneficiary designations, designed to help manage tax exposure and support long-term wealth transfer goals.

Your Financial Planners

Meet the Advisor

Brandon Stimpson

Insurance Professional

A Cache Valley native, Brandon began his financial services career in 1999 and has specialized in providing clients with solutions to some of the biggest and most concerning financial questions they face including: “Do I have enough money to retire?” and “Which will last longer — me or my money?”

In addition to working with pre-retirees and retirees, Brandon supports successful entrepreneurs and business owners by implementing advanced insurance solutions to ensure no unforeseen risks or events jeopardize their success and legacy.

When Brandon is not in the office advancing his career and business, he enjoys spending time with his family, exploring the outdoors, camping, riding UTVs, hunting, learning new things, traveling the islands of the Caribbean, volunteering, and living life to the fullest.

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