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 With the end of 2015 approaching, it’s time to begin organizing your finances for the New Year. We’ve put together a list of financial planning tips that warrant consideration. Flexible spending accounts Money that you’ve put in your flexible spending accounts (FSAs) generally must be used by year-end or […]
Presented by Edward W. Grogan, IV Although there is a vast amount of technology available that is designed to safeguard your devices and personal information, that information is still vulnerable to cyber criminals and identity thieves. In fact, security breaches are not always due to a weakness in technology control. Sometimes, they are the result […]
Presented by Edward W. Grogan, IV If you are trying to bridge a financial gap and considering taking a loan from your retirement plan, pause for a minute. This is a major decision that should not be made lightly, as there are consequences that could affect your ability to fund your future retirement. Below are […]
Presented by Edward W. Grogan, IV When handling financial matters with a college student, parents often struggle to find the right balance between hovering over the child’s every decision and granting too much financial freedom, too soon. Here, we’ll explore some common expenses that college students and their parents should factor into the back-to-school budget, […]
Presented by Edward W. Grogan, IV Imagine this: You open an e-mail that seems to come from Google, prompting you to click a link to reset your password. But when you click, a mysterious .exe file downloads and launches. Slowly, all the files on your desktop turn into white paper icons, and the names of […]