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DR Summit Wealth Management

DR Summit Wealth Management is an independently owned financial consulting firm committed to offering exceptional personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, we have the financial management experience to direct you toward reaching your objectives.

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Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.