Steve Grogan, Cfp® Email and Phone Number
Steve Grogan, Cfp® work email
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Steve Grogan, Cfp® personal email
Steve Grogan, Cfp® phone numbers
I help clients get their financial lives organized and develop a plan, so they can make smart choices about their money. I specialize in comprehensive financial planning for entrepreneurs, engineers, and executives.Clients that choose to work with me are typically concerned with balancing their current lifestyle while achieving their long-term goals. They worry about not doing everything they can to minimize taxes and optimize their investment strategies. They’re frustrated with all the noise and mixed information they receive from investment managers, insurance agents, accountants, consultants, television and more.My comprehensive planning process brings together years of experience with the latest technology to help you visualize and understand the impact of the financial decisions you are making, giving you clarity and confidence.Want to discuss how I can help you get organized and develop a plan, so you can make smart choices about your money? Schedule a no-obligation consultation call with me here: https://calendly.com/stevegrogan/consultationInvestment Planning, Estate Planning, Charitable Giving, Retirement, Risk Management, Insurance, Budget, Tax Planning, Stock Options, Executive Benefits, Pension Strategies, Debt Management, College Savings, Roth ConversionsLEGAL STUFF:Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Atticus Wealth Management. Atticus Wealth Management, 51863 Schoenherr Road, Suite 102 | Shelby Township, MI 48315. This communication is strictly intended for individuals residing in the states of MI, CT, FL, IN, MA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.htm
Atticus Wealth Management
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OwnerAtticus Wealth Management Mar 2011 - PresentAt Atticus Wealth Management, we strive to bring our clients clarity and confidence through independent, comprehensive financial planning. We work with you to review all aspects of your personal finances:☑ Cash flow and budgeting – debt management, emergency funding, planned expenses☑ Tax planning – tax loss harvesting, maximizing deductions, Roth IRA conversions☑ Investment planning – asset allocation, portfolio risk, time horizon, college savings☑ Retirement planning – social security optimization, pensions, annuities, RMD strategies☑ Risk management – life insurance, disability insurance, long-term care insurance☑ Estate planning – wills, power of attorney, trusts, estate tax planning, charitable givingWe work with business owners to help with:☑ Succession planning☑ Executive compensation, bonus, and retention strategies☑ Retirement plans – 401(k), SEP, SIMPLE, etc.☑ Group benefits – health, dental, vision, life, disability, long-term care insurance plansSchedule a no-obligation consultation call with me here: https://calendly.com/stevegrogan/consultationSend me an email: steve@planwithatticus or call 586-588-9449
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OwnerDatum Point Tool, Inc. Nov 2016 - PresentWe manufacture and distribute RADSTAR carbide inserts and holders designed for high-speed corner rounding, chamfering, counter sinking, and spot drilling. -
Financial AdvisorMassmutual Apr 2009 - May 2015Springfield, Massachusetts, Us -
Product EngineerWabash Technologies May 2004 - Apr 2009
Steve Grogan, Cfp® Skills
Steve Grogan, Cfp® Education Details
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University Of MichiganGerman -
University Of Michigan-DearbornBusiness Administration
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Bryant UniversityFinancial Planning Certificate Program
Frequently Asked Questions about Steve Grogan, Cfp®
What company does Steve Grogan, Cfp® work for?
Steve Grogan, Cfp® works for Atticus Wealth Management
What is Steve Grogan, Cfp®'s role at the current company?
Steve Grogan, Cfp®'s current role is Financial Planning Without the Bull$h*t™ ▪️ I help busy executives make smart money choices ▪️ PlanWithSteve.com.
What is Steve Grogan, Cfp®'s email address?
Steve Grogan, Cfp®'s email address is sg****@****vcs.com
What is Steve Grogan, Cfp®'s direct phone number?
Steve Grogan, Cfp®'s direct phone number is +158684*****
What schools did Steve Grogan, Cfp® attend?
Steve Grogan, Cfp® attended University Of Michigan, University Of Michigan-Dearborn, Bryant University.
What are some of Steve Grogan, Cfp®'s interests?
Steve Grogan, Cfp® has interest in Home Brewing, Technology, Baseball, Finance, Music.
What skills is Steve Grogan, Cfp® known for?
Steve Grogan, Cfp® has skills like Wealth Management, Investment Strategies, Financial Planning, Insurance, Retirement, Retirement Planning, Employee Benefits, Finance, Disability Insurance, Securities, Financial Services, Long Term Care.
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