Shawn discusses some of the pros and cons about an increasingly popular financial vehicle for retirees - annuities. Learn the basics of annuities and if you have questions, reach out to our team for more information.

Shawn discusses some of the pros and cons about an increasingly popular financial vehicle for retirees - annuities. Learn the basics of annuities and if you have questions, reach out to our team for more information.

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.
<a href="https://gosummitwealth.com/">Visit us online!</a>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

The Retirement Summit

You've worked your whole career to reach the top of the mountain, but now that you're thinking about retirement, who will help guide you back down the trail?  Each week, Shawn O'Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today's world. Learn how to prepare for retirement with the team from Summit Wealth Strategies.

Basics about annuities

Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

Shawn recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

Shawn and Dan recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist.

Country music star Gary LeVox shares his retirement plans

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's.

Shawn O'Keefe shares a tax strategy to help preserve wealth and become the more tax efficient if you are a small business owner or have a highly appreciating assets such as real estate. This way you can keep more money in your pocket than Uncle...

Tax strategies for selling highly appreciate assets

Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music. 

Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers. Finally, he shares what drove him to dip his toe into the world of music.

Shawn O'Keefe sits down with Bill Murray as he explains why it's so important to get involved in the community and his passion for charity work. He also talks about his free-spirited ways and his most recent act that he pulled on one of his brothers....

Basics about annuities

The Retirement Summit

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