Summit Financial Group

Summit Financial Group Summit Financial Group, Inc. is dedicated to helping families reach their immediate financial needs. do not give tax or legal advice.

Summit Financial Group, Inc .was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Summit Financial Group, Inc., an independent compa

ny with securities offered through Summit Financial Network a Cetera Company, Member FINRA/SIPC. www.FINRA.org
www.SIPC.org

Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor. The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IL, IN, KY, MI, MN, MO, NC, OH, SC, WI

Third-party posts found on this profile do nor reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. Summit Financial Network, its affiliates and Summit Financial Group, Inc. You should consult an experienced professional regarding the tax consequences of a specific transaction.

03/27/2026

The Big Beautiful Bill could impact how your Required Minimum Distributions are taken. Understanding when withdrawals start, how they’re taxed, and how new rules may impact your retirement strategy is key to avoiding costly mistakes.

03/20/2026

The new Big Beautiful Bill creates a new deduction for tax filers above the age of 65. Learn what changes are coming for the 2025 tax year.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

03/17/2026

The 2025 tax season is well under way. This tax season brings a new standard deduction for taxpayers. The question may now become, itemize or take the standard deduction?

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

03/13/2026

The Big Beautiful Bill is bringing updates to how 529 Plans are able to be utilized. Check out Scott's update on what is now covered.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.

03/06/2026

Adjustments to tax brackets, credits, or income thresholds can impact retirement contributions, Roth conversions, and overall cash flow planning. A proactive review can help ensure your investment and income strategy remains aligned with current regulations and your long-term goals.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

02/27/2026

Your 401(k) shouldn’t be “set it and forget it.”

A financial advisor can help you review your plan’s available investment options, align them with your risk tolerance, and build a strategy designed to support your long-term retirement goals.

The decisions you make today can have a lasting impact on your future. Give us a call at 513-891-6050 to set up an appointment!

01/26/2026

Our office will be closed Monday, January 26th due to weather conditions. We will reopen Tuesday, January 27th. We will be working remotely and are able to assist with any questions you may have.

01/02/2026

2026 brings changes to charitable giving, including updates to itemized and non-itemized deductions. Hear what Scott Moffitt has to say about these changes:

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Please help our tax, payroll and accounting company spread the word on their Thanksgiving giveaway.
11/20/2025

Please help our tax, payroll and accounting company spread the word on their Thanksgiving giveaway.

10/17/2025

Required Minimum Distributions (RMDs) are mandatory withdrawals from retirement accounts that begin at a certain age. Understanding the rules helps you avoid penalties and plan your retirement income effectively.

10/10/2025

Actively managing your 401(k) with the help of a financial advisor can provide ongoing adjustments, help you stay on track toward retirement, and make sure your investments adapt as markets and goals change.

Scott Moffitt goes into depth about the benefits of active management.

Address

101 Commerce Drive Unit B
Loveland, OH
45140

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(513) 891-6050

Website

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