Summit Wealth Group: Guiding retirement journeys with trusted, personalized financial planning.
Summit Wealth Group in Colorado Springs offers insurance, accounting, finance, and consulting from 13710 Struthers Rd, Ste 115. Clients praise fast responses and clear guidance on IRS rules, RMAs, and inherited IRAs. Ross Haycock, Angie Lee, Dakota, and Shannon provide personalized financial plans and ongoing portfolio management.
13710 Struthers Rd STE 115, Colorado Springs, CO 80921, USA
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Personalized investment strategies and portfolio management to grow and protect your assets for long-term financial goals.
Comprehensive planning for retirement, including IRA management, RMA guidance, and strategies to ensure a secure future.
Expert advice on IRS rules, tax-efficient investing, and compliance to minimize liabilities and optimize financial decisions.
Customized financial plans and consultations to address specific needs, from inheritance issues to overall wealth building.
Tailored insurance solutions to protect your assets and provide security for you and your family.
Overall rating
A Klika
I needed some counseling regarding starting my RMAs. I had an inherited IRA and my other IRAs and I wasn't sure how the IRS rules applied. As is always the case, I got a super fast response from Angie Lee (my initial question went to Ross) how those accounts differ and the RMA rules (which had recently changed). I started using Summit over a decade ago because I knew I didn't have time to stay proficient in the investment game and now I keep them because they save me hours of researching trying to keep up with all the IRS rules and the ongoing investment of my nest egg. In particular; Ross, Angie Lee and Shannon always make me feel like I am their only priority. They are all wonderful in their respective subject matter areas.
Emily Cave
We appreciate Ross and his team for the many years of management and service of our portfolio. We are confident in their expertise and oversight. Thank you!”
Bruce & Patsy Wallace
My husband and I went for our yearly review on Thursday. It went very well. There is no one better than Ross Haycock and Summit Wealth Group. Thank you for all of your help over the past 14 years or so.
Allen Knapp
We have been clients at Summit Wealth Group for a little more than a year now and we are impressed by their performance! They gathered information and customized a financial plan that gets us to our desired destination. Ross and Dakota are the best! (The office staff are exceptional as well!)
Evie Hudson
My husband and I have been clients of Ross Haycock for many years and it's been a great journey. Ross has given us the peace of mind as we worked together to grow our portfolio in preparation for retirement. We are now enjoying that retirement and have been able to do the traveling that we enjoy immensely, all without any concern for our future. The best part is gaining a friend along the way. Ross is so genuine and caring that it's easy to call him our lifelong friend. Don't hesitate to call Summit Wealth Group. My only regret is not calling sooner.
