Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
You can find both Jennifer Luzzatto and Mike Sigmon in regular appearances on our Facebook page, our Youtube channel, and on WTVR’s Virginia This Morning.
We also often record personal messages for our clients and the greater Richmond community to help you can understand how we are dealing with current trends and events.
Watch our latest videos about financial management, retirement planning, and investment strategies. Let us know if you need help with reaching your financial goals.
IRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. IRA or 401k? 5 Things You Can Do with an IRA That You Can't With a 401kWatch this video on YouTube Find out more about Financial Planning at Summit >> Key…
Jennifer and Mike discuss inflation. What is causing it? Will it continue? What can we expect going forward and how do we prepare for possible inflation or hyperinflation? Inflation – Should you be concerned? And what you can do to protect against it!Watch this video on YouTube Want to chat more? We’re…
Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon sits down with Matthew Reinaker of Asurest to talk Estate Planning and answer those questions and more. (Spoiler Alert: Chances are,…
Say Goodbye to the Stretch IRAWatch this video on YouTube Say Goodbye to the Stretch IRA The SECURE Act was passed in Dec of 2019 and we are starting to see more and more people affected by it one way or another. Jennifer and Mike discuss a couple of those ways and how you can…
What is Happening with the Housing Market?Watch this video on YouTube Summit Live: Session 10 What is Happening with the Housing Market? Hope Egan, a Principal with The Egan Team | Fathom Realty, is our special guest. Jennifer sat down with Hope to discuss the crazy real estate market we have experienced in 2020 and…
Things We Wish We Did Sooner…Watch this video on YouTube Summit Live: Session 9 Things We Wish We Did Sooner… Part of the planning process with clients at Summit Financial Partners is to take a look at their past so there is a better idea of how they got to where they are today. Whether…
50 Miles Each! Spring Break 2021Watch this video on YouTube Summit Live: Session 8 50 Miles at Disney and 50 Miles in the VA Mountains Jennifer and Laura went to Disney for Spring Break and walked 50 miles in the process! Mike ran a 50 mile race in the Blue Ridge Mountains of VA. Listen…
6 Small Budgeting Tips that Make a Big DifferenceWatch this video on YouTube Summit Live: Session 7 6 Small Budgeting Tips that Make a Big Difference Jennifer and Mike go through 6 different tips they compiled around budgeting that can make a huge difference to your financial future! Want to chat more? We’re always…
Summit Live: Session 7 The Hidden Investing Costs of Reconstitution Jennifer Luzzatto and Mike Sigmon discuss Index Funds, Reconstitution and how it may be costing you money without you realizing it! Learn more about how we invest >> Want to chat more? We’re always here! Schedule A Call with Us »
Summit Live: Session 6 Net Worth – A Perfect Starting Point It’s January, which naturally causes lots of people to think about their physical health. But when was the last time you thought about your financial health? A great place to start is by calculating your Net Worth. Jennifer and Mike talk about the steps…
Summit Live: Session 5 Roth Accounts: Do you have one? Should you? Do you have money saved in a Roth? Should you? Mike and Jennifer of Summit Financial Partners discuss Roth IRA’s, 401k’s and conversions. They go over different advantages and disadvantages that you should be considering and other factors to think about when deciding…
Summit Live: Session 4 Diversification: Always Having to Apologize for Something… “Don’t put all your eggs in one basket” – Age old advice that is still important today! When it comes to diversifying your portfolio, is an “index fund” enough? Jennifer and Mike clarify what diversification is and how you can achieve it in your…
