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Grogan Advisory Services, Your Financial Advisors

What is Financial Planning?

What does financial planning mean to you? Financial planning means different things to different people but the benefit of having a trusted advisor to go to when you are uncertain about your financial issues is valuable.

For Grogan Advisory Services, financial planning is the process of pursuing life's goals by strategically managing your financial future. Your financial affairs are complex and require constant evaluation. You need to understand how your financial decisions impact other issues you must manage.

A professional financial plan allows you to view each decision as part of the whole so you can consider the short and long term effects on your goals. You will also be able to adapt more easily to life changes and feel confident that your goals remain on track.

Financial plans can address:

  • Estate and wealth preservation
  • Life, disability and long term care insurance
  • Retirement planning
  • Investment analysis
  • Charitable gifting
  • Stock option evaluations
  • Education funding
  • And many more issues.

Financial planning should not be a one-time event. It requires effort, time, and your involvement in order for the process to be successful for your needs.

The most important issue is to select a program that you are happy with. Does the plan, the process, and will the results meet your expectations?

Grogan Advisory Services is committed to making your financial planning process successful, educational, and convenient.

Our system has been developed so that your entire financial planning process will be personal, confidential and customized for your interests.

The process involves:

  • Personalized development of your financial plan
  • Confidential presentation of your financial plan
  • On-going reviews of your financial plan


Based on your specific plan, we will design a strategy, which will assist you in pursuing your goals. Then we provide you the guidance to implement that strategy.

Regardless of your goals, Grogan Advisory Services has the resources to assist you in pursuing those goals. We are independent financial advisors and provide our clients unbiased, professional advice.

We want to provide the greatest amount of choice and the greatest amount of flexibility with the greatest amount of satisfaction.

 

 

Fee based advisory services offered through Grogan Advisory Services, LLC., a registered investment advisor.

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

Grogan Advisory Services
Private Wealth Management
1211 East Jackson Boulevard, Suite 3
Jonesborough, TN 37659

423.926.6862 or 518.899.6090