Summit Wealth Planning-Northwestern Mutual

Summit Wealth Planning-Northwestern Mutual Summit Wealth Planning is a Lake Charles–based financial planning firm serving retirees and business owners across Southwest Louisiana and Southeast Texas.

Led by founder Aaron Conrad, our team provides long-term, relationship-driven wealth management.

June is National Homeownership Month — a time to celebrate the power of owning a home and planning for your financial fu...
06/03/2026

June is National Homeownership Month — a time to celebrate the power of owning a home and planning for your financial future.

Whether it’s saving for a down payment, managing a mortgage, or planning for long-term financial goals, thoughtful planning today helps make your homeownership journey a success.

Let us help you plan for a secure and confident future.


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Retirement should feel freeing — not stressful.Three common mistakes we see:1️⃣ Underestimating healthcare expenses2️⃣ T...
06/01/2026

Retirement should feel freeing — not stressful.

Three common mistakes we see:
1️⃣ Underestimating healthcare expenses
2️⃣ Taking withdrawals without a strategy
3️⃣ Keeping the same investment approach throughout retirement

The right plan can help you avoid these pitfalls and protect your lifestyle for the long term.

Planning ahead makes all the difference.


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🎉 Celebrating 3 Years with Tyler Rivers! 🎉Today we’re excited to celebrate three years with Tyler as part of the Summit ...
05/30/2026

🎉 Celebrating 3 Years with Tyler Rivers! 🎉

Today we’re excited to celebrate three years with Tyler as part of the Summit Wealth Planning team.

His dependability, ambition, and genuine care for our clients continue to make a meaningful impact on our firm. We are grateful for the leadership and dedication he brings each day.

Here’s to three great years — and many more ahead!


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Today is 529 Day — a reminder of the power of planning ahead for education.529 plans can offer tax-advantaged growth whi...
05/29/2026

Today is 529 Day — a reminder of the power of planning ahead for education.

529 plans can offer tax-advantaged growth while helping families prepare for future education expenses.

The earlier you start, the more opportunity your savings have to grow.

If education funding is part of your family’s goals, we’d love to help you explore your options.


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Today we pause to honor and remember the brave men and women who gave their lives in service to our country.Their sacrif...
05/25/2026

Today we pause to honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice reminds us that freedom is never free.

From all of us at Summit Wealth Planning, we remember and honor those who served.

Market volatility is a normal part of investing - but it doesn’t have to derail your retirement plan.The key is having a...
05/20/2026

Market volatility is a normal part of investing - but it doesn’t have to derail your retirement plan.

The key is having a strategy in place that helps protect your savings while still allowing for long-term growth.

Here are 5 ways to help bring more stability to your retirement outlook:
✔ Diversify your investments
✔ Stay focused on your long-term plan
✔ Keep a cash buffer for short-term needs
✔ Rebalance your portfolio as life changes
✔ Work with Summit Wealth Planning to stay on track

A strong plan doesn’t eliminate uncertainty — it prepares you for it.

If you’re concerned about how market changes could impact your retirement, let’s talk.

05/13/2026

Research shows that when you combine insurance, annuities, and investments, you can create a larger legacy for your loved ones than if you'd relied solely on investments. Let's talk.

*Study: EY (2021). Benefits of Integrating Insurance Products Into a Financial Plan http://spr.ly/61847QlDj

Address

127 W Broad Street
Lake Charles, LA
70601

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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