Summit Wealth Group

💫 Happy Labor Day! 💪👏

Our office will be closed today in observance of the holiday and will reopen tomorrow, Tuesday, September 3rd.

Enjoy your day!

Our Scottsdale team had a fantastic time at the Diamondbacks game on Monday night for a client event. ⚾ 🌭 It was a wonderful opportunity to connect and enjoy the evening together. Looking forward to many more events like this! ✨ 👏

📚🎓 **Attention College Students!** 🎓📚

As you head back to campus and dive into the new semester, it's crucial to keep your finances in check. Credit card debt can sneak up on you, but with a few smart strategies, you can stay ahead of the game. Check out this article for some essential tips on avoiding credit card debt!

5 Strategies for Avoiding Credit Card Debt as a College Student As a college student, using credit cards to pay for everything from textbooks to dining out with friends can be tempting. However, if you're not careful, you could accrue a large amount of debt that will be difficult to pay off. Here...

One of our favorite moments each year at the Summer Summit is hosting the shareholder's dinner for our amazing employee shareholders. This year was our biggest dinner yet! We are incredibly grateful for your trust and belief in Summit! 🌟

Happy birthday to our favorite podcast host, Jessica! Jess is our marketing assistant, content creator and strategist, and host of the Reach Your Summit podcast by Summit Wealth Group. She brings so much joy, laughter and fun to the Summit team and we are so grateful for her. Happy birthday, Jess!

Investing can be intimidating. Especially when you aren't sure what "the secret" is to being a successful investor. 🤫

The truth is there is no secret. Consistency is the key. 🔑 👏

🎉 New Episode Alert! 🎉

Tune in today for a special episode featuring Advisor Michael Shelton! 🎙️ Join us as we dive deep into the ins and outs of retirement planning. You won't want to miss his expert insights and tips. 🌟

https://open.spotify.com/show/65bYhiqmKX2nFUML2EsfPS?si=b915442b2cec4dc5

Link in Bio 🔗 Available wherever you listen to podcasts!

🚨 Heads up! 🚨

Our teams are off to Denver for the remainder of this week to attend our company-wide annual Summer Summit! 🌟 We'll return to our normal business hours on Monday, July 29th, even better and more energized to serve you.

We appreciate your patience with any delayed responses to calls and emails. 💬✉️

🎄✨ It might not be time to celebrate just yet, but it's never too early to start prepping for Christmas! 🎁✨

Get ahead of the holiday hustle and make it a stress-free holiday season with our Christmas budget sheet – the link is in our bio! 📊🎅

⛱️ 🎉 Summer vibes and bingo vibes coming together! Grab your cards, and let's play some summertime bingo! Who's ready for some fun in the sun? 🌴✨

Grab a printable version of our bingo card in the link in our bio 🔗

🎯 Time to Review Your 2024 Goals! 🎯

As we get closer to a brand new year, it's the perfect moment to reflect on your aspirations and set your intentions for 2024. 🌟

🔍 Ask yourself:
- What do I want to achieve?
- What steps can I take to get there?
- How can I still make my best one this year?

Share your goals with us, and let's inspire each other to reach new heights! 🚀

💸✨ Ready for a No Spend Challenge!? Here are some awesome free activities to try this weekend!

Tag us and share your favorite free activities! Let’s have a fun weekend! 🎉

At the core of Summit Wealth Group is a simple yet powerful goal:

𝗛𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲 𝗽𝗮𝘁𝗵 𝘁𝗼 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿, 𝗺𝗼𝗿𝗲 𝘀𝗲𝗰𝘂𝗿𝗲 𝗳𝘂𝘁𝘂𝗿𝗲.

We know that path is unique for all of our clients, and we care about what it means for you specifically.

Ready to take the next step? Schedule a meeting with us today! ✍️ ✨

🌻 July is the perfect time for a mid-year check-in with your advisor! 📊✨ Schedule your appointment today to stay on track with your financial goals.

Don’t have an advisor yet? No worries! Come meet our expert team and get started on your path to financial success. 💼💡

🎆 Happy Fourth of July! 🎆

Our office will be closed today in observance of the holiday. We will reopen tomorrow, Friday, July 5th.

Wishing everyone a safe and joyful Independence Day! 🇺🇸

🌭🌭 According to WalletHub, each 4th of July, Americans devour 150 million hot dogs! With an average pack costing $6, that's roughly $100 million spent on this tasty tradition! 🎇 How will this year's inflated prices affect this holiday institution? 🤔

Here are some other fun 4th of July facts 🎆

✨ $9.4 Billion: Amount Americans plan to spend on 4th of July food.

✨ $4 Billion: Amount Americans plan to spend on 4th of July beer and wine.

✨ $2.7 Billion: Estimated amount spent on fireworks in 2023 (73% of fireworks injuries occur within a month of July 4).

✨ $6.5 Million: Value of American flags imported annually.

✨ 70.9 Million: Number of people who travel 50+ miles from home for the 4th of July (up 5% over 2023 and setting a new record for the holiday).



Source: https://wallethub.com/blog/4th-of-july-facts/22075

🎉 Last Friday, our Lakewood office hosted their annual client picnic, and it was a blast! 🍭🍦 We enjoyed delicious BBQ, refreshing ice cream, and fantastic prizes.

Thanks to everyone who joined us for a day of fun and laughter! 🥳👏

🗓️ **Important Deadline Alert!**🗓️

Don't miss out! The final date to submit your Free Application for Federal Student Aid (FAFSA) for the 𝟮𝟬𝟮𝟰–𝟮𝟬𝟮𝟱 school year is June 30. 📚💰 This crucial form helps determine your or your child's eligibility for financial aid.

🎸 🎷 🎶 Mitch Tenbarge from our Denver office and Stefan Hackethal from our Lakewood office attended the Rock-a-Belly Festival in Golden last weekend, supporting Food for Thought Denver! 🍴 They are pictured here with founder, Bob Bell.

This amazing annual event raises funds and awareness for childhood hunger in Denver. Our Denver and Lakewood offices have been proud volunteers with Food for Thought since 2018. This is our third year attending the Rock-a-Belly Festival, and we always look forward to spending time to support this worthy cause! 💖

🎈💛 Our Nashville advisor, Dave Noland, is currently on a mission trip with Conduit Mission. This organization aims to channel people's time, resources, talents, and influence to those who need it most.

Dave is presently in Uganda, where their efforts are concentrated on establishing 4 foundational pillars: education, healthcare, clean water, and church. These pillars are intended to transform individuals who will, in turn, transform their community.

We look forward to hearing about this life-changing experience for Dave once he returns! 👏

Follow the link below if you are interested in learning more:

https://www.conduitmission.org/community-transformation/uganda

Counting down the days until your summer getaway? 🏖️ 😎 🌎

Don't let scammers ruin your vacation!

✅ 𝗦𝗲𝗰𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀:
Update your passwords regularly and enable two-factor authentication.

✅ 𝗕𝗲 𝗖𝗮𝘂𝘁𝗶𝗼𝘂𝘀 𝗢𝗻𝗹𝗶𝗻𝗲:
Don't click on suspicious links, even if they appear to be from your airline or hotel.

✅ 𝗕𝗲𝘄𝗮𝗿𝗲 𝗼𝗳 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗦𝗰𝗮𝗺𝘀:
Double-check customer service contacts and be wary of anyone asking for personal information.

✅ 𝗪𝗮𝘁𝗰𝗵 𝗢𝘂𝘁 𝗳𝗼𝗿 𝗖𝗼𝗺𝗺𝗼𝗻 𝗧𝗿𝗮𝘃𝗲𝗹 𝗦𝗰𝗮𝗺𝘀:
Avoid interactions with "friendly" strangers offering bracelets or roses, and be cautious of unsolicited photographers.

By staying alert and informed, you can ensure a safe and enjoyable summer vacation.

🎉 Welcome to the team, Mollie!! 🎉

We're thrilled to introduce Mollie as our new Director of First Impressions at the Ridgeland office. Her energy and enthusiasm will surely make everyone feel right at home.

Here are some questions we asked Mollie to get to know her better. Drop a warm welcome in the comments! 👋✨

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗕𝘂𝗰𝗸𝗲𝘁 𝗟𝗶𝘀𝘁?
Travel to the French and Italian countryside with Josh and with authentic food and wine tastings. Run a full marathon (hopefully without too many hills), return to en pointe ballet, and dance in a production of The Nutcracker.

𝗪𝗵𝗮𝘁 𝘄𝗮𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗷𝗼𝗯?
Barista at Seattle Drip Coffee Company

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗳𝗮𝘃𝗼𝗿𝗶𝘁𝗲 𝗯𝗼𝗼𝗸?
Harry Potter series, but also love books by Barbara Kingsolver and Orson Scott Card

𝗦𝘄𝗲𝗲𝘁 𝗼𝗿 𝗦𝗮𝘃𝗼𝗿𝘆?
Savory, hands down, all day, and my savory treat of choice is pasta with cream sauce

𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮 𝘀𝗲𝗰𝗿𝗲𝘁 𝘁𝗮𝗹𝗲𝗻𝘁?
Ballet and I’m also really good with grammar ; )

Happy Juneteenth! 🎉 In honor of this important day, our office will be closed today. We will reopen tomorrow, Thursday, June 20th, with our regular business hours.

Enjoy this day of celebration and progress! ✊🏼 ✊🏽 ✊🏾 ✊🏿

Shout out to Shannon, Director of First Impressions in our Colorado Springs North branch! She is the first in her family to graduate with a Bachelor's degree. Not only that, but she graduated with honors while working a full-time job! Way to go, Shannon!