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 cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life. But making that commitment to save is […]
Presented by Edward W. Grogan, IV After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your financial security? Making the best choice for you […]
Presented by Edward W. Grogan, IV The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions […]
Presented by Edward W. Grogan, IV The Public Service Loan Forgiveness Program (PSLFP) began in 2007 with a simple idea: forgive the student loans of borrowers employed in crucial but often low-paying government or nonprofit positions after they make timely payments for 10 years. Guidance from the U.S. Department of Education lists a broad range […]
Presented by Edward W. Grogan, IV Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by the Pew Research Center, more than 32 percent of young adults lived with their parents in 2014—more than lived […]