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Summit Financial Networks, A Region of Cetera Wealth Services, LLC

Summit Financial Networks, A Region of Cetera Wealth Services, LLC

5545 Pasco Way
Port Richey, FL 34668

Phone:

727-807-7811

Fax:

215-689-5573

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Alison Janke, Financial Advisor, CRC ®

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine how soon you can pay off your mortgage.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck