Where Tax Strategies Meet
Wealth Planning

Learn More About the Deferred Tax Strategy

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

The Deferred Tax Strategy

Deferring Taxes on Capital Gains

If you have highly appreciated assets with over $500,000 in capital gains exposure, then the Deferred Tax Strategy may be
A Way Outfor you by providing you with
a safe way to engineer the assets you receive.

Book an Appointment to Learn More

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:

KDFD Freedom 93.7 FM/760 AM
Saturdays at 6 AM
logo: 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.

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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.

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Summit Wealth Complimentary Offer

Take the next step in your retirement journey!

Deferring Taxes on Capital Gains

Do you have highly appreciated assets with over $500k in capital gain exposure? If so, click below for a free consultation to discuss our tax deferral strategy.

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Portfolio X-Ray

Our X-ray will show you what’s working and what’s not. We can show you how much risk you’re taking and answer the question: are you getting the performance to match that risk? Help make sure your retirement is protected and geared for growth and schedule your complimentary Portfolio X-Ray today!

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Retirement Peak Income Plan

Does your retirement plan have these four basic elements: income, asset/growth protection, cost of care, and wealth transfer? We call these your Four Retirement Peaks. Let’s get started with a strategy session with our financial advisor team and build your financial plan to your specific goals.

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