Summit Wealth Planning-Northwestern Mutual

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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.

10/14/2026

Despite what each generation believes, the estimated retirement age among working non-retirees remains unchanged at 65. Reach out and we can see what retirement looks like for you.


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Saving for college doesn’t have to be one-size-fits-all.From 529 plans to Roth IRAs and other flexible options, there ar...
10/12/2026

Saving for college doesn’t have to be one-size-fits-all.

From 529 plans to Roth IRAs and other flexible options, there are multiple ways to build a strategy that fits your family’s goals, and many come with valuable tax advantages.

The biggest advantage? Time. Starting early can make a major difference thanks to long-term growth.

At Summit Wealth Planning, we help families navigate education planning alongside their bigger financial picture, so you can move forward with clarity, flexibility, and confidence.

Think of your financial plan like a game plan: defense protects what you've built- emergency funds, estate plans, insura...
10/07/2026

Think of your financial plan like a game plan: defense protects what you've built- emergency funds, estate plans, insurance. Offense grows what's next- retirement, goal-oriented savings, investments. You need both to win.


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October is Financial Planning Month.It’s a great reminder that financial confidence doesn’t happen by chance. It happens...
10/05/2026

October is Financial Planning Month.

It’s a great reminder that financial confidence doesn’t happen by chance. It happens with intention. From budgeting and saving to investing and protecting what matters most, a thoughtful plan can help turn goals into reality.

This month is about taking time to check in, make adjustments, and move forward with clarity and purpose.


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Everyone carries some level of financial risk- the question is whether you’re aware of it and prepared for it.What’s you...
09/30/2026

Everyone carries some level of financial risk- the question is whether you’re aware of it and prepared for it.

What’s your biggest financial concern right now?
Market volatility? Taxes? Retirement timing? Something else?

Drop it in the comments or send us a message — we’re here to help you think through it and offer guidance where we can.

At Summit Wealth Planning, we believe better questions lead to better financial decisions.


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Your financial plan shouldn’t be something you create once and forget about.Life changes, and your plan should evolve wi...
09/28/2026

Your financial plan shouldn’t be something you create once and forget about.

Life changes, and your plan should evolve with it.

Regular reviews can help you:
✔ Stay aligned with your goals
✔ Adjust for life changes and milestones
✔ Respond to market or tax updates
✔ Spot opportunities you may be missing

At Summit Wealth Planning, we believe confidence comes from staying proactive, not reactive.

That’s why we work with our clients to regularly review and refine their financial plans- so they can move forward with clarity and peace of mind.

If it’s been a while since your last check-in, now is a great time to revisit your plan.


http://spr.ly/6181BBmquW

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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