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Wealth Management

BankFirst has selected the financial consultants of Summit Wealth Group, Inc., who are also Registered Representatives and Investment Adviser Representatives of Commonwealth Financial Network, to provide financial planning and investment management services to our clients.

Summit Wealth Group logo

Summit Wealth Group is an independent wealth management firm whose desire is to provide their clients with customized financial solutions so that they may pursue their hopes and dreams. By carefully analyzing your current situation, they are able to identify the areas of your financial life that require attention and recommend effective planning strategies. Summit Wealth Group's experience covers many important areas, and as a result, they are able to help you pursue specific goals by serving as your primary financial advisor.


Financial Planning


Audit

A personal financial audit detailing your present financial health and the feasibility of your stated goals


Advice

Specific advice and recommendations for pursuing your financial goals


Updates

Regular meetings to update you on your strategy as your circumstances change




















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Investment Management

A disciplined investment management approach that includes periodically adjusting your long-term asset allocation strategy, carefully selecting your money managers, and regularly reviewing your portfolio with you.
  • Personal investment policy statements
  • Consolidated investment reports
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Retirement Income Planning

A planning approach not only for the accumulation of your assets, but also the distribution of these assets during your retirement years. Address income planning questions including:
  • Life Expectancy - What if I outlive my assets?
  • Withdrawals - Am I withdrawing my assets in the most tax-advantageous manner?
  • Asset Allocation - Are my assets diversified, or am I exposing myself to risk in a single asset?















































Branch Photo - Madison

Location

Summit Wealth Group's Mississippi Office is conveniently located inside BankFirst's Madison Branch at:




Learn More

For more information, please visit their website at: summitwealthgroup.com. Check the background of this firm on FINRA's BrokerCheck at brokercheck.finra.org.

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Products and investments offered by Summit Wealth Group are NOT INSURED BY THE FDIC, NOT DEPOSITS OR OBLIGATION OF BANKFIRST, NOT GUARANTEED BY BANKFIRST, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, AND ARE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL.








This communication is strictly intended for individuals residing in the states of  AL, AR, AZ, CA, CO, FL, GA, ID, LA, MA, ME, MS, NC, NM, OH, PA, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. The financial advisors of Summit Wealth Group offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. ® Copyright 2006 - 2020. BankFirst is not a registered broker-dealer or Registered Investment Adviser, and is not affiliated with Summit Wealth Group, Inc. or Commonwealth Financial Network.