Home Page
About US
Accounting Team
Jody Grunden
Adam Hale
Cathy Eix
Jill Podsadecki
Rachael Picazo
Nikki Davis
Sharon Davis
Caroline Blue
Trusted Advisors
April Grunden, Esq.
Testimonials
Prices and Packages
Services
Outsourced Bookkeeping
Virtual CFO Services
What does an Outsourced CFO do?
Cash Flow Management
Bank Financing
Strategic Business Planning
Succession Planning
New Business Formation
Tax Services
QuickBooks Consulting Services
Technology Services
Payroll Services for Small Business
Estate Planning for Small Business Owners
Wealth Management & Investment Services
401k Audits
Resources
How does Outsourcing Work? - Video
Newsletters & Guides
QuickBooks Tips
Buy Quick Books Here and Save!
Accounting Calculators
Try These Fun Internet Links
Peer Review
Client Login
Contact Us
Blog
Phone 260-497-9761
info@summitcpa.net
Investment Strategies
Grow your nest egg with these wealth protection and accumulation strategies.
Financial Guides
Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
The Secret of Creating Wealth
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital-Gains Tax
Changing Jobs? Don’t Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them
Frequently Asked Questions
Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Financial Calculators
Variable Annuity Calculator
Retirement Planner
Traditional IRA Calculator
Roth IRA Calculator
Roth IRA Transfer Evaluator
Required Minimum Distribution
Savings After Inflation and Taxes Calculator
Cost of Delaying Savings Calculator
Become a Millionaire Calculator
Services
Our Personal Financial Planning Service
Summit CPA Group LLC
9815 Dawson's Creek Blvd
Fort Wayne, IN, 46825.
Phone: (260)497-9761
info@summitcpa.net
Login
Search
Site Map
Privacy Policy
Disclaimer
Powered by
CPA Site Solutions
Peer Review