Jose Guzman Jr.

I’m excited to join Financial Group, Inc.!
Summit has been helping people and businesses for over 35 years with solutions like risk management, employee benefits, insurance, retirement plans, wealth management, and Medicare.

Looking forward to learning and growing with the team!
Learn more at yoursummit.com.

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that you don't do it alone. Your employees show up and keep things moving every single day. Take a moment today to say thank you. If you're thinking about ways to invest in your people for the long haul, let's connect.

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

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Millennials are shifting toward new paths in business ownership, exploring opportunities that offer independence and leadership. Learn more about this trend.

Forget the Startup Grind — Millennials Are Taking a Shortcut to Business Ownership Buying an existing business and stepping into its leadership has become a popular way to get a foot in the door to ownership.

Retirees have many decisions to make, but there’s another form of preparation that many of us don’t consider — protecting yourself from financial abuse. Here’s some things to consider.

My friend's child stole money and incurred debt in her name. Now I'm unsure whether it's safe to give my kids my SSN How to find the balance between trusting your kids and protecting your money.