Skip to content
Summit Financial GroupSummit Financial Group
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Private Wealth
    • Pre-Retirees
    • Retirees
    • Corporate Retirement Plans
    • Endowments & Foundations
  • Services
    • Services
    • Our Planning Process
    • Wealth Management
      • Wealth Management
      • Financial Planning
      • Investment Management
      • Risk Management
    • Business Planning
      • Business Planning
      • Corporate Retirement Plan Consulting
      • Exit & Succession Planning
      • Insurance & Risk Management
    • Divorce Planning
    • NextGen Planning
    • Estate, Charitable Giving & Trust
  • Company
    • Company
    • Our Purpose
    • Careers
      • Careers
      • Advisors
      • Services & Operations
    • Contact Us
    • Our Foundation
    • About Raymond James
  • Our Team
    • Our Team
    • Advisors
      • Advisors
      • Robert L. Avey
      • Tyler Bailey
      • Nathan Bennett
      • Kimberly Damiani
      • Jay Gilson
      • Dash Grammer
      • Tom Kelly
      • Donald Ledoux
      • Connor Merrigan
      • Gina Morais
      • Brendan Noonan
      • John O'Dea
      • Aaron Peabody
      • Vanessa L. Savage
      • Michael Schomaker
      • Cody Smith
      • Kristin M Sullivan
      • Erik Swoope
      • Maddy Underwood
    • Associate Advisors
      • Associate Advisors
      • Sammy Benbow
      • Jack Hollmeyer
      • Neil Hunter-Smith
      • Collin Sapp
      • Austin Muto
      • Jeffrey Lee
      • Brianna Visalli
    • Services & Operations
      • Services & Operations
      • Susan Bonde
      • Keith Campbell
      • Aimee David
      • Shannon Gaona
      • Erin Haubner
      • Cristina Holloway
      • Kimberly Horikoshi
      • Cindy Loeffler
      • Nancy McMillin
      • David Moe
      • Pranay Mohan
      • Laurie Murthy
      • Julie Pelletier
      • Breanne Powers
      • Sammie Ragan
      • Sarah Reilly
      • Stella Sedletskaya
      • Tiffany Taylor
      • Veronica Tung
  • Resources & Events
    • Resources & Events
    • Blog
    • Events
      • Events
      • Retirement Planning Workshops
      • Webinars
    • Video Resources
    • Commentary and Insights
    • Summit Perspective Newsletter
    • Worthwhile Magazine
    • Subscribe to Insights
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Client Access Videos
    • eMoney
  • Raymond James Financial Srvcs
    2633 Camino Ramon Suite 200 San Ramon, CA 94583 T: +1.925.866.7800
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
  • Topic
    • Business Owners
  • Media
    • Article
Infographic: Practical ways to put AI to work
Curious about AI but not sure where to start? Try a chatbot.
Technology & Innovation
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
View
View
Infographic: Retiring early? 5 ways to help manage health care costs
Retiring before Medicare eligibility at 65 can leave a gap in health care coverage. Explore strategies to help bridge that gap.
Retirement & Longevity
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Infographic: Teaching money skills at any age
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
Family & Lifestyle
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
facebooklinkedininstagramyoutube

The future at your fingertips

Summit Financial GroupSummit Financial Group
Request a consultation
  • 2633 Camino Ramon Suite 200 San Ramon, CA 94583
  • T: +1.925.866.7800
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Summit Financial Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Financial Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.