Where Tax Strategies Meet
Wealth Planning

Your Next Step Towards Your Retirement Summit

Summit Wealth Strategies is a comprehensive wealth management and tax strategy firm. Our mission is to provide investment and tax strategies that help bring clarity, confidence, and added peace of mind to our clients.

Where Are You On Your Retirement Journey?


I’m in the midst of my career
and looking for investment guidance.

I’m nearing retirement
and need to plan for the next stage of my life.

I’m in retirement
and want to get the most value out of my investments.

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The Retirement Summit Radio Show

The Peak of Financial Advice

About The Show

The Retirement Summit is a weekly radio show featuring Shawn O’Keefe and Dan Blair of Summit Wealth Strategies. Join Shawn and Dan every week as they discuss the ever-changing landscape of challenges facing retirees today.

Listen to The Retirement Summit on:

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KOA 850AM/94.1 FM
Saturdays at 8 a.m.
logo: KHOW 630 AM
KHOW 630 AM
Saturdays at 12 noon

The Retirement Summit Podcast

Subscribe to our podcast on Apple Podcasts, Google Play, Spotify, or iHeartRadio and start listening now!

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Market Guard® Methodology

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Help prevent the next market crash from wiping out your life’s savings with Market Guard®.

Market Guard® is the endurance to get you to the Summit – the Retirement Peak Income Plan is the path to the Summit.

Learn more about market guard

Get Your Complimentary Portfolio Analysis

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Financial Services

Summit Wealth Strategies offers an array of financial tools and strategies to help you work toward your retirement goals. Click here to discover how we can help create a customized Retirement Peak Income Plan designed to meet your financial needs.

View our services

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A Dedicated Team of Financial Professionals

Summit Wealth Strategies is a financial firm with a duty to help you work toward your retirement goals in a way that best serves you. Click here to meet our team of experienced retirement professionals.

meet our team

Retirement Planning

Take the next step in your retirement journey with Summit Wealth Strategies. Fill out the form below to book your complimentary Portfolio X-Ray with us.


Complimentary Retirement Peak Income Plan