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Summit Financial

Ed Grogan Summit Financial Group

Ed Grogan focuses his planning practice on the whole person and recognizes that investments, insurance, and financial plans do not exist in a vacuum. They need to be integrated with the dreams, needs, fears, and emotions of the client.  Ed is licensed to conduct fee-based financial planning in all 50 states as an investment advisor representative of Commonwealth Financial Network. Learn more about Summit Financial

 

 

 

 
Ed Grogan
Will Your Business Survive the Intergenerational Pass? Print E-mail

"I gave everything I could to make my business a success. And ever since my kids joined me in the effort, I have felt a huge sense of satisfaction in building my dream with them by my side. Now, I want nothing more than to pass my business to my family, so they can continue to grow my legacy." 
 
This is the sentiment of many family business owners. Sounds easy, right? 
 
But the odds do not favor intergenerational longevity. 

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Does Money Buy Happiness? Print E-mail
Part of any financial advisor’s job is to get clients to talk about their life goals and about their values and feelings about money. It helps clients pinpoint their financial destination and how able they are to get there. 
 
We work with many people who are, by most standards, financially successful:

 
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Handling College Loan Repayment Print E-mail

You’ve watched your children grow and mature over the past two decades and looked on with pride as they accepted their college diplomas. This is a great time to reflect on their accomplishments. But it’s also time to consider any outstanding loans that were taken out to fund their education.

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What’s Stock Market Volatility? Print E-mail

When the stock market goes up one day, and then goes down for the next five, then up again, and then down again, that’s what you call stock market volatility.

In layman’s terms, volatility is like car insurance premiums that go up along with the likelihood of risky situations, such as if you have a poor driving record or if you keep the car in a high-theft area.

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Summit Financial Group

Written by Ed Grogan, CFP, ChFC, CLU.  Ed is President of Summit Financial Group headquartered in Gig Harbor, Washington.  Summit Financial Group provides comprehensive planning and investment services to both individuals and businesses.  For more information, please call: (877) 355-1223.

SECURITIES & INVESTMENT ADVISORY SERVICES OFFERED THROUGH COMMONWEALTH FINANCIAL NETWORK.  MEMBER NASD, SIPC.  A REGISTERED INVESTMENT ADVISOR.

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