Our team of financial planners in Harrisonburg, VA. provides advice and wealth management rooted in Biblical principles to promote good stewardship, enhance clarity, and create a positive impact on our families and the world.
Who We Serve
You’re shifting from working in your business to working on it—positioning yourself and your company for long-term success. If your goal is to build a thriving organization with a strong culture and loyal team that continues to grow beyond your daily involvement, we’re here to help you design a strategic exit plan that strengthens your business today and prepares it for tomorrow.
You’ve worked hard to build your success – now it’s time to make the most of it. As you enjoy your retirement, you will need a trusted guide to help you navigate income planning, Medicare, and legacy goals. Our advisors will help you create a plan to maximize your next chapter of life.
What you can expect
Our "Think On It" Process
Establish
This 20 minute introduction will establish whether your situation matches our expertise. If we aren’t a good fit for one another, we will gladly introduce you to a firm who will suit your needs better.
Explore
This 60 minute meeting will allow our team to conduct a high-level audit of your financial situation. We hope to learn as much as we can from you so that we can explore a variety of different paths to get you to your goals.
Equip
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we ask in our analysis. This is where you will see the value our firm with deliver to you. At the end of this meeting, we will ask if you’d like to begin working with our firm, and give you a day to
Think On It.
Our goals:
We want to know exactly how we can help you before you pay a fee or have us manage a dime of your nest egg.
Why Choose Us?
With endless choices available, what sets us apart?
Our complimentary “Think On It” process will provide you the answers to four major questions:
Am I being as tax-efficient as I can be?
Am I keeping as many dollars in my pocket as I can?
Is my investment portfolio reflective of my goals and values?
Is the uncertainty of my future planned for?
Our process is best suited for business owners and individuals nearing retirement and is designed to give you a financial roadmap with no costs and no obligations from you.
You must have a plan
Just like you don’t get into your car without a destination and an approximate route to get there in mind, financial planning is much the same. To be successful, we must first define what success means—that is the identification of your life’s purpose and the goals associated with that purpose. Then we can craft a financial strategy specifically designed to pursue those objectives.
We control what we can
We will not pretend to know which way the market will go next as there are no facts about the future. We believe in controlling what we can control. That is, the amount we save, how long we give our savings to grow, our asset allocation, our behavior, and how we plan for various risks. These are what will ultimately determine your success.
We follow our own advice
As the steward of many of our clients’ complete financial lives, we believe that we should plan for our own financial lives by using the same concepts we ask our clients to follow. So, that’s exactly what we do.
Don't Just Take Our Word For It!
I appreciate their responsive, timely attentiveness to all of my questions.
Whether you are looking for personal or business investment advice, Glenn Financial can help!
We both know it’s God’s money & we
are just being good stewards.
