Most therapists see a therapist.
The Seattle Seahawks have almost as many coaches as players.
And even the most seasoned climber doesn’t summit Everest without a Sherpa.
You know why?
Because having a guide helps.
If you don’t know the way, a guide is indispensable.
But even if you’re an expert or well on your way, a guide can offer assurance, show you a few shortcuts and make sure you don’t stray off course.
We are guides.
And we help people navigate something far more compelling than a trail or path or investment opportunities and the market.
We don’t start a relationship by offering hot stock tips and patent-pending investment strategies.
We sit down and get to know our clients.
Where are they in their lives?
What makes them happy and fulfilled?
What do they want from their future?
Once we know where they are and where they want to go, we can set out on a journey to get there together.
And hey, if we decide we want to change where we’re going or take a different route, that’s okay too.
We’re expert guides, so we can help even the most sophisticated investor, but we pride ourselves on making the complicated easy to understand for everyone.
So we don’t put our arms around a client’s portfolio and drag it over to our side of the table and tell them we’ll take it from here.
We work with our clients to make sure they understand and are invested in the decisions we make.
We don’t sell our clients products; we help them make choices.
About the kind of life they want to live.
About when and how they want to retire.
And what kind of legacy they want to leave behind for their families, their communities, and the world.
We are Summit.
And we know it’s a bit cheesy, but darn it, we believe this to be true.
We guide our clients towards their dreams.
Presented by Edward W. Grogan, IV It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging? Because […]
Presented by Edward W. Grogan, IV When it comes to filing your tax return, you put in the time and effort to complete every form accurately and according to the instructions. But even if you do everything by the book, a tax identity thief may still file a fraudulent return in your name. Unfortunately, this […]
Presented by Edward W. Grogan, IV With its passage in December 2017, the Tax Cuts and Jobs Act (TCJA) changed the deductions for interest on mortgage and home equity loans. On February 21, 2018, the Internal Revenue Service (IRS) provided clarification on how the TCJA will be applied to mortgage and home equity loan interest […]
Presented by Edward W. Grogan, IV ABLE accounts, also known as 529A or 529 ABLE accounts, were established as part of the Achieving a Better Life Experience Act of 2014. This act created these tax-advantaged accounts for people with disabilities under section 529A of the Internal Revenue Code. But who is eligible to establish an […]
Presented by Edward W. Grogan, IV As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to your workplace […]