Summit Wealth Partners - Shari K Hooper

04/15/2026

I will be there too. I hope to see many of you there!

📣 Mark your calendars, West Michigan seniors!

🌟 Grand Rapids/West MI Spring Senior Expo
📅 May 19, 2026 | 10am–1pm
📍 Frederik Meijer Gardens & Sculpture Park
💵 FREE Admission & FREE Parking

Enjoy:
✔️ Free Health Screenings
✔️ Free Refreshments
✔️ Prizes Every Hour

👋 Find us there! GR Savvy Seniors & Kelso Homes will have a table - come visit us and learn about everything we have to offer!

🎰 Pre-register NOW for your chance to WIN a $200 Visa Gift Card + other prizes! Don't miss out!

04/14/2026

New Episode is Live!

I had the pleasure of sitting down with Patty Riva, owner of Riva Marketing and Events, for a conversation that is both meaningful and grounding.

With over 25 years of experience, Patty shares her journey through career, marriage, motherhood, and now grandmotherhood—offering insight into what success really looks like over time.

We talk about:
* Faith and how it shapes decisions
* Balancing career and family
* The power of storytelling
* And the lessons she would share with younger women starting out - don't sweat the small stuff

This is one of those conversations that reminds us—success isn’t just what we build, it’s what we nurture along the way.

Take a listen—I’d love to hear what resonates with you most.

Summit Wealth Partners, LLC

Send a message to learn more

04/14/2026

Here’s the bottom line: while gold and silver are often viewed as a hedge against inflation, their prices can be volatile and may fluctuate significantly over short periods. Financial professionals often suggest limiting precious metals to a small percentage of an overall investment strategy to maintain diversification.

https://blog.csa.us/2026/04/money.html

Summit Wealth Partners, LLC

The Certified Senior Advisors blog addresses the critical issues facing older adults and the professionals who work with them.

04/07/2026

I’m so excited to welcome Patty Riva to the Women & the Businesses They Own Podcast next week.

With over 25 years of experience helping businesses and nonprofits grow, Patty brings not only incredible insight—but a perspective grounded in faith, family, and purpose.

We will talk about:
✨ What success really looks like over time.
✨ Balancing career and family through different seasons.
✨ Why did you choose to event plan both in radio and non profit organizations?
✨ And the lessons she would share with younger women just starting out.

This is one of those conversations that will be both meaningful and grounding—and I can’t wait to share to talk with her.

Stay tuned…

03/22/2026

https://blog.csa.us/2026/03/money.html

March is a great time for a financial reset — not just for numbers, but for peace of mind.

I recently came across an article on financial planning for seniors, and it beautifully reinforces something I talk about often:

👉 Simplify
👉 Streamline
👉 Smile

As we move through different stages of life, especially retirement, clarity becomes one of the greatest gifts we can give ourselves and our families.

From organizing income sources and planning for healthcare, to protecting against fraud and keeping estate documents up to date — these aren’t just financial tasks… they are acts of care.

Not everything has to be done at once. But taking one step at a time can create a sense of calm, confidence, and control.

If you’ve been thinking, “I should probably review things…” — this is your sign.

And if you’d like help walking through it together, I’m always here.

Summit Wealth Partners, LLC

The Certified Senior Advisors blog addresses the critical issues facing older adults and the professionals who work with them.

12/23/2025

As Christmas arrives, my heart is full of gratitude.

This season reminds me that life is about so much more than numbers on a page — it’s about faith, family, trust, and the people God places in our lives along the way. Each of you has allowed me into your story, your hopes, your worries, and your dreams for the future, and that is something I never take lightly.

Thank you for trusting me with your financial lives at Summit Wealth Partners, LLC. Thank you for your kindness, your loyalty, your honesty, and for the many referrals you so graciously send my way — there is no greater compliment than being trusted by the people you love.

I am especially thankful for the conversations we share that go beyond finances — about children and grandchildren, health challenges, celebrations, losses, and new beginnings. It is truly a privilege to walk alongside you through all seasons of life.

As we celebrate the birth of Christ, I pray that your homes are filled with peace, warmth, and meaningful moments with those you hold dear. May the coming year bring health, hope, clarity, and continued blessings to you and your families.

From my family to yours — Merry Christmas, and thank you for being such an important part of my life and my work!

12/22/2025

Register by calling (616) 426-8014 or email [email protected]

Topics:
-Organizing your financial life in one binder or digital folder
-Setting up systems that your loved ones can easily follow
-How to name (and teach!) your “financial backup person”

07/09/2025

Only 28% of people supporting both aging parents and children say they live comfortably. It’s a reminder that while it is possible, getting there takes thoughtful planning.

Whether you’re already part of the sandwich generation, or see it coming, start laying the groundwork now. A strong financial plan can help you support the people you love without losing your own peace of mind.

07/08/2025

07/20/2024

http://blog.csa.us/2024/07/healthy-summer-recipes-to-enjoy-this.html

Refreshing for the hot MI Summer!

Summit Wealth Partners, LLC

The Certified Senior Advisors blog addresses the critical issues facing older adults and the professionals who work with them.