Summit Wealth Planning-Northwestern Mutual

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Summit Wealth Planning-Northwestern Mutual Summit Wealth Planning is a Lake Charles–based financial planning firm serving retirees and business owners across Southwest Louisiana and Southeast Texas.

Led by founder Aaron Conrad, our team provides long-term, relationship-driven wealth management.

You’ve probably heard the headlines—but here’s the truth:Social Security isn’t disappearing. Even if changes happen, mos...
10/26/2026

You’ve probably heard the headlines—but here’s the truth:
Social Security isn’t disappearing. Even if changes happen, most people are still expected to receive a portion of their benefits.

The real question isn’t if it will be there—it’s how to plan around it.

At Summit Wealth Planning, we help you build a retirement strategy that doesn’t rely on just one income source—so you can move forward with confidence no matter what the future holds.


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The best part of our job isn't the spreadsheets. It's watching stress turn into confidence. That's what happens when you...
10/21/2026

The best part of our job isn't the spreadsheets. It's watching stress turn into confidence. That's what happens when you have a team standing with you, not just handing you a plan and walking away.


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October is Breast Cancer Awareness Month.This month is about honoring survivors, remembering those we’ve lost, and suppo...
10/19/2026

October is Breast Cancer Awareness Month.

This month is about honoring survivors, remembering those we’ve lost, and supporting the families and communities impacted by breast cancer. It’s also a reminder of the importance of early detection, education, and ongoing research.

We stand with all those affected and encourage everyone to prioritize their health and wellness. 🎀

10/14/2026

Despite what each generation believes, the estimated retirement age among working non-retirees remains unchanged at 65. Reach out and we can see what retirement looks like for you.


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Saving for college doesn’t have to be one-size-fits-all.From 529 plans to Roth IRAs and other flexible options, there ar...
10/12/2026

Saving for college doesn’t have to be one-size-fits-all.

From 529 plans to Roth IRAs and other flexible options, there are multiple ways to build a strategy that fits your family’s goals, and many come with valuable tax advantages.

The biggest advantage? Time. Starting early can make a major difference thanks to long-term growth.

At Summit Wealth Planning, we help families navigate education planning alongside their bigger financial picture, so you can move forward with clarity, flexibility, and confidence.

Think of your financial plan like a game plan: defense protects what you've built- emergency funds, estate plans, insura...
10/07/2026

Think of your financial plan like a game plan: defense protects what you've built- emergency funds, estate plans, insurance. Offense grows what's next- retirement, goal-oriented savings, investments. You need both to win.


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October is Financial Planning Month.It’s a great reminder that financial confidence doesn’t happen by chance. It happens...
10/05/2026

October is Financial Planning Month.

It’s a great reminder that financial confidence doesn’t happen by chance. It happens with intention. From budgeting and saving to investing and protecting what matters most, a thoughtful plan can help turn goals into reality.

This month is about taking time to check in, make adjustments, and move forward with clarity and purpose.


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Address

127 W Broad Street
Lake Charles, LA
70601

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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