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.

06/17/2026

🏡 Buying a home is one of life’s biggest milestones—but it can also feel overwhelming. Having a solid financial plan can make all the difference. I can help you plan for a home that fits your budget and your future goals.

Estate planning isn’t just for the ultra-wealthy, and it’s definitely not something to “figure out later.”Unfortunately,...
06/15/2026

Estate planning isn’t just for the ultra-wealthy, and it’s definitely not something to “figure out later.”

Unfortunately, common myths can leave families unprotected and unsure of what comes next.

Let’s clear a few things up:
✔ Estate planning is for everyone, not just high-net-worth families
✔ A will alone may not be enough to fully protect your wishes
✔ Planning ahead can help reduce stress, confusion, and conflict for loved ones

The truth is, estate planning is about control, clarity, and care for the people you love most.

Don’t let myths delay an important conversation. Let’s help you take control of your legacy.

06/10/2026

Whole life protects your loved one's future. Did you know it can even support you today? With guaranteed growth, stable premiums, and potential dividends, it’s a versatile tool for your financial plan. Reach out to learn how whole life insurance fits into your financial strategy.

06/08/2026

401(k) and Roth IRA contribution limits are changing. Contact us today to stay informed on how those changes will affect your financial plans.


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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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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

Website

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