Summit Financial Group, Inc.

Wishing you a Thanksgiving filled with love, peace, and heartfelt gratitude from all of us at Summit! #Thanksgiving #Thankful #ReachYourSummit

Did you know that delaying Medicare Part B enrollment, even by a year, can result in a lifetime penalty added to your monthly premium? Many people assume they’ll be automatically enrolled or that they can wait until retirement to sign up. But missing your Initial Enrollment Period or misunderstanding your coverage options can lead to costly, long-term consequences. Staying informed is the first step to making sure Medicare isn’t your blind spot. #ReachYourSummit #MedicarePlanning #RetirementReady 

Financial stress is quietly costing businesses billions in lost productivity, absenteeism, and turnover.  Offering financial wellness programs through voluntary benefits can empower employees to make smarter financial decisions, reduce stress, and stay focused at work. At Summit, we believe investing in your people’s financial health is investing in your company’s future. #ReachYourSummit #VoluntaryBenefits #FinancialWellness Source: How to Support Mental Health in Times of Financial Uncertainty - SHRM.

Summit #teams in offices across the country gathered today for a Thanksgiving lunch, sharing gratitude, great food, and the joy of being part of the Summit #family. Wishing everyone a season filled with thankfulness!  #ReachYourSummit #Thanksgiving

Did you know nearly 50% of Americans fear they’ll outlive their savings? Retirement isn’t just a finish line, it’s a financial phase that requires strategy. At Summit Financial Group, we help leaders build retirement plans that align with their long-term goals. #ReachYourSummit #RetirementPlanning #WealthStrategy

After attending the State of the City, our #Tulsa team is inspired by the incredible progress our city has made, and we are excited for the vision Mayor Monroe Nichols shared for Tulsa’s future. We are glad to be in a position to support our amazing #localbusiness community! Tulsa Regional Chamber Todd Rolland John Locher Alex Graham Wyatt Sheets Shelby Robertson Shannon Day Tammy Braughton Matthew Murrie Dawne Stafford Steve Holden #ReachYourSummit

Taking a moment to step away from the Q4 hustle for some fun and fellowship on the #pickleball court! Our thanks to Todd Champney of Empower as well as Christopher Siegel, CEPA and Lloyd Silk of Manulife John Hancock Retirement for hosting such a great event that brought many industry peers together. #Networking #FinancialServices #Pickleball #ReachYourSummit  Derek T. Dorris, M.Ed. Rick Wheeler Matthew Murrie Seth Gerardy Zoe Skaggs Kaci Skidgel, CPFA™, C(k)P®, AIF® Peter Reardon, AIF®, CPFA®

November is Long-Term Care Awareness Month! It’s not just about preparing for health needs. Without a strategy, long-term care costs can drain IRAs and other retirement assets faster than expected. At Summit, we help clients prepare for the unexpected, so their financial future stays on track. #ReachYourSummit #LongTermCareAwarenessMonth #IndividualInsuranceServices

Our own Kaci Skidgel, CPFA™, C(k)P®, AIF® spoke alongside #ERISA attorney Elizabeth Allen of Allen Benefits Law at the Texas Society of CPAs #SanAntonioEXPO seminar on #Retirement, Health Plan Trends, Legislation, Litigation, and Practical Guidance.    #ReachYourSummit #Benefits

Last week, members of our Summit team joined leaders from across #Texas at the Texas Business Leadership Council’s Fall Meeting and Gala. From connecting education to industry, to discussing economic conditions, immigration, trade, and cybersecurity, the day was filled with powerful conversations shaping the future of our workforce and economy.     The evening concluded with a celebration honoring Todd Williams★ with the 2025 Richard W. Weekley Public Policy Leadership Award. We are grateful to have been able to contribute to these conversations as we continue to support employers across #NorthTexas.    Tags: Dale Young David M. Stewart CLU®, ChFC®, CASL®, RICP® Rick Christy Kyle Minick, MBA Nathan Dinsmore Sawyer Stratton   #ReachYourSummit #TBLC