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.
09/09/2026
Where do you start with financial planning?
Right here:
✅ Insurance in place
✅ 3-6 months emergency fund
✅ Bad debt eliminated
✅ 20% saved for long-term goals
✅ Investments diversified for now and later.
Simple steps, built to last.
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09/07/2026
Happy Labor Day from Summit Wealth Planning!
Today we recognize the commitment, determination, and hard work that fuel progress and create opportunity. We hope you take time to relax, recharge, and enjoy the company of those who matter most.
Thank you to all who work hard each day to build a better future for themselves and their families.
09/05/2026
Happy National 401(k) Day!
Today is a great reminder that small, consistent contributions can make a big impact over time. Whether you're just getting started or have been saving for years, your 401(k) is an important tool for building long-term financial security.
Take a moment to review your contributions, check for employer matching opportunities, and make sure your retirement strategy is aligned with your goals.
Your future self will thank you.
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09/05/2026
Happy Birthday, Avery! 🎉
We’re so grateful for the leadership, heart, and dedication you bring to Summit Wealth Planning every day. Your commitment to serving clients and supporting the team makes a lasting impact, and we truly appreciate all that you do.
Wishing you a wonderful birthday and a year ahead filled with joy, growth, and everything you’re working toward! 🎂✨
09/04/2026
Financial Quote Friday!
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We can help protect you from the financial impact long-term care can have on your family, your retirement lifestyle, and your legacy goals. Reach out and let’s start building your plan for long-term care.
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08/31/2026
A perfect plan that never leaves the drawer helps no one. An actionable plan in motion? That changes everything. We'd rather get you moving than get you stuck chasing perfect.
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08/28/2026
Financial Quote Friday!
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08/26/2026
Everyone’s living their own story. We can help set you on a path to achieve your goals and lead you to where you’ve always wanted to be.
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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.
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| Monday | 8am - 4pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |