Life comes at you fast.
Whether it’s the loss of a loved one or a divorce, you’ve found yourself seeking a financial co-pilot you can trust.
That’s where we come in.
For over 30 years, Summit Wealth & Retirement (formerly RG Financial Partners) has been serving single women with all of their financial needs.
From tax preparation to investment management, and everything in between.
No matter the situation, Summit Wealth is here for you.
Case Study: Sally
Sally, a 68 year old divorced mother of 2, sold her small business a few years ago. Due to issues unbeknownst to her during the sale, she may have to start working again.
We worked with her and the buyer of her business to solve both of their problems, smoothing over what could have derailed her retirement.