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Summit Wealth Resources Inc
Summit Wealth Resources: Michael Dickey, CFP®, CPA/PFS, brings clients more than 30 years of in-depth experience in public and private accounting
| Address | 840 E Summit Dr Wimberley, TX 78676- |
| Phone | (512) 847-2286 |
| Website | www.swr-inc.com |
NOW IS THE TIME FOR ACTION! Even in today's difficult economic climate, both wealth building and preservation are still attainable when you take a proactive approach to your financial position.
Personal & Business – We offer fully-integrated financial services that address both business and personal retirement issues, taxation, and investment & risk management. We can provide these services because of our vast education, experience, and knowledge.
Take the first step toward wealth building and preservation. Select a skilled advocate – one who will provide professional and honest answers to these and any other questions you may have – one who will guide you through the dizzying array of regulations and products, and who will work in your best interests while helping to achieve your goals. Once you read our Credentials and our Mission Statement, we feel confident that you will decide . . . Summit Wealth Resources is the advocate you need!
Our website will introduce us to you and help you learn more about who we are and what we do. It also provides a wealth of information through newsletters, calculators, research reports, and fast, easy access to market performance data. Please give us a call.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Use this calculator to determine whether you qualify for the different types of IRAs.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
More Calculators →
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
Personal & Business – We offer fully-integrated financial services that address both business and personal retirement issues, taxation, and investment & risk management. We can provide these services because of our vast education, experience, and knowledge.
Take the first step toward wealth building and preservation. Select a skilled advocate – one who will provide professional and honest answers to these and any other questions you may have – one who will guide you through the dizzying array of regulations and products, and who will work in your best interests while helping to achieve your goals. Once you read our Credentials and our Mission Statement, we feel confident that you will decide . . . Summit Wealth Resources is the advocate you need!
Our website will introduce us to you and help you learn more about who we are and what we do. It also provides a wealth of information through newsletters, calculators, research reports, and fast, easy access to market performance data. Please give us a call.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Use this calculator to determine whether you qualify for the different types of IRAs.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
More Calculators →
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
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