504-
What Does Your Financial Pathway Look Like?
Summit Consulting Group, LLC is a national company that helps you solve issues that interferes with your potential. We feel that it's important for you to make the best career choices to be able to have the greatest earning potential while enjoying what you do. We provide a suite of services, that includes up to-date strategies, tools, and coaching expertise to help fulfill your career goals.
The next step is to managing your tax obligations from now and in retirement. We assist you lay the ground work to be prudent savers with strategies, solutions and planning that result in clarity, security and overall financial health. Making strong commitments to you and building life-long relationships are the tenets of our success.
We provide you custom-tailored strategies to meet your short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Our team of national experts can customize a plan to fit your individual and family needs, as well as the needs of your business. With a deeper understanding you can have a better solution!
The next step is to managing your tax obligations from now and in retirement. We assist you lay the ground work to be prudent savers with strategies, solutions and planning that result in clarity, security and overall financial health. Making strong commitments to you and building life-long relationships are the tenets of our success.
We provide you custom-tailored strategies to meet your short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Our team of national experts can customize a plan to fit your individual and family needs, as well as the needs of your business. With a deeper understanding you can have a better solution!
Services
Tax PlanningIRS code compliant strategies to lower taxes now and in retirement. Go beyond tax loss harvesting.
|
Financial ServicesLet us show you how to make your money work for you instead of only working for your money.
|
College Funding SolutionsProven strategies that help you get the highest quality college education at the most affordable price.
|
Career CoachingLearning how to advance your career for highest achievement
|
Federal Employee Advocates Maximizeing Pension Benefits for a safer and stress free retirement
|
Retirement Income PlanLearn the 7 rules of retirement success-with lifetime guarantees
|
|
|
|
|
DROP US A LINE
"Surround yourself with great people; delegate authority; get out of the way."
Ronald Reagan
Ronald Reagan
|
support@geauxsummit.com
|
phone504-272-2310
800-553-3577 |
address3500 N. Causeway Blvd.
Suite 160 Metairie, LA 70002 |
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.