Man and woman smiling while hugging
  • Home

Wealth Management

BankFirst has selected the financial consultants of Summit Wealth Group, Inc., who are also Registered Representatives and Investment Adviser Representatives of Commonwealth Financial Network, to provide financial planning and investment management services to our clients.

Summit Wealth Group Logo

Summit Wealth Group is an independent wealth management firm whose desire is to provide their clients with customized financial solutions so that they may pursue their hopes and dreams. By carefully analyzing your current situation, they are able to identify the areas of your financial life that require attention and recommend effective planning strategies. Summit Wealth Group's experience covers many important areas, and as a result, they are able to help you pursue specific goals by serving as your primary financial advisor.


Financial Planning


Audit

A personal financial audit detailing your present financial health and the feasibility of your stated goals


Advice

Specific advice and recommendations for pursuing your financial goals


Updates

Regular meetings to update you on your strategy as your circumstances change




















Hands holding a paper chart with pen and multiple other paper reports nearby

Investment Management

A disciplined investment management approach that includes periodically adjusting your long-term asset allocation strategy, carefully selecting your money managers, and regularly reviewing your portfolio with you.
  • Personal investment policy statements
  • Consolidated investment reports
Smiling man holding an iPad sitting next to a smiling woman holding a tea cup

Retirement Income Planning

A planning approach not only for the accumulation of your assets, but also the distribution of these assets during your retirement years. Address income planning questions including:
  • Life Expectancy - What if I outlive my assets?
  • Withdrawals - Am I withdrawing my assets in the most tax-advantageous manner?
  • Asset Allocation - Are my assets diversified, or am I exposing myself to risk in a single asset?















































Branch Photo - Madison

Locations

Summit Wealth Group has two locations, strategically located throughout Mississippi, ready to serve you.




Learn More

For more information, please visit their website at: summitwealthgroup.com. Check the background of this firm on FINRA's BrokerCheck at brokercheck.finra.org.

Visit Summit Website



Products and investments offered by Summit Wealth Group are NOT INSURED BY THE FDIC, NOT DEPOSITS OR OBLIGATION OF BANKFIRST, NOT GUARANTEED BY BANKFIRST, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, AND ARE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL.








Summit Wealth Group and BankFirst are not a registered broker/dealer or registered investment adviser. BankFirst and Commonwealth are separate and unaffiliated entities.

BankFirst and Commonwealth are engaged in a referral arrangement where BankFirst refers potential clients to Commonwealth. BankFirst receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of BankFirst, BankFirst receives a substantial percentage of such fees and commissions. These payments create a financial incentive for BankFirst to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. BankFirst is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, ID, LA, MA, ME, MS, NC, NM, OH, PA, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.