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 The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. But if you’re like many people, familiar resolutions like “lose weight” or “go to the gym” slowly fade into […]
Presented by Edward W. Grogan, IV As 2016 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 retirement account. […]
Presented by Edward W. Grogan, IV If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are understandable, estate planning […]
Presented by Edward W. Grogan, IV The primary purpose of life insurance is to provide financial security for families and businesses. But did you know that it also offers a number of tax advantages? An income tax-free death benefit Generally, your beneficiaries won’t have to pay income tax on the death benefits they receive from […]
Presented by Edward W. Grogan, IV With the average cost of a wedding at an all-time high of more than $31,000, the tradition of the bride’s family covering all of the expenses is becoming a thing of the past. Today, the couple themselves and the groom’s family often share the costs of hosting the event. And […]