We base our advice and wealth management on Biblical principles to promote good stewardship, enhance clarity, and create a positive impact on our families and the world.
Who We Serve
Individuals & Families
You are seeking tailored advice to make sure you are doing the "right" thing. Our typical client has many irons in the fire. Many are in the middle of raising young children, navigating career moves, or caring for elderly parents. While all of these are pressing concerns, don't allow your plan to be put off to the side.
Business Owners
You are transitioning your role from working "in" the business to working "on" the business. If your desire is to create an outstanding company culture where employee retention is a key concern, we're here to help.
Retirees
You are now enjoying the fruits of your labor after a long career and need a caring guide to ensure you carefully navigate income needs, social programs, and legacy needs. Our advisors are experienced in helping clients develop a plan for Social Security maximization and Medicare premiums.
Our Expertise
Construction
Food Service
Farmers
ABOUT US
What You'll Discover
You will gain perspective, create clarity in your decision-making, and develop a plan that allows you to live purposefully.
Since 2015
Households Impacted
Individuals Retired
Financial Planning
Stewarding your finances wisely can be hard. Having a financial plan in place will provide confidence and clarity that you are doing the “right” things.
Wealth Management
We provide conventional wealth management strategies with a speciality in Biblically responsible investing. We partner with you to help manage and grow your wealth.
Your Legacy
We believe that wealth should be used to impact those we love and care about today and in the future.
Tax Planning
With the certainty taxes play on our financial life, having a plan to minimize taxation over your lifetime is important. Whether you’re an employee or a business owner, our expertise can provide a tax strategy that makes sense for you.
Our goals:
"To help our clients make better financial decisions."
Why Choose Us?
With endless choices available, what sets us apart?
At Glenn Financial, we stand out for our personalized service, focusing on you over the product.
If seeing your values reflected in your financial planning is important.
If you’re proactive and enjoy having a clear plan for your financial future.
If you are seeking a partnership over a transaction.
We’re here for you.
Here’s how we do it
Want to know what Financial Planning looks like?
Establish
Gain clarity on your finances, define your goals, and create a stewardship-based roadmap for financial impact.
Explore
Discover the potential of your financial plan by considering various strategies tailored to your life story.
Equip
With a clear and actionable plan in hand, you are now prepared to pursue your financial goals.