Your Trusted Financial Advisors
From investment strategies to retirement planning, our personalized approach ensures your financial goals are met with trust and integrity.
We’re ready to make a great experience
Financial planning is a broad topic, here’s the areas we specialize in:
Tax Analysis
Charitable Giving
Wealth Management
Retirement
Insurance
Cash Flow Management
We Are Here For You
Our financial life is much like a puzzle. Many moving pieces need to fit together for us to feel like we have a clear path forward. Questions that may come up may be “How do we budget, save for lifestyle and retirement goals, minimize risk exposure, and plan for our children in a way that all fits together?”.
At Glenn Financial, our team takes the time to understand you, your family, and what you truly want. Our service model is structured to help make complexity simple. Through our financial planning process, we partner with you to make sure that the pieces fit together correctly. We believe that it is our job to provide you with clarity and confidence to enjoy the life that you desire.
Our Value
Working with Glenn Financial will help you and your family make the best decisions regarding your financial future.
Objective Advice
When it comes to finances, it can be very tempting to allow emotions to sway our decision-making. That’s why our clients trust us to help them in making decisions that will be in their best interest long-term.
Proactive Communication
Our service model prioritizes timely and productive communication with our clients and with their other advisors. We believe that to serve you well, we must ask you good questions that can produce tangible action items.
Accountability
We design financial plans for our clients using Biblical principles. By having a plan in place, our clients now have accountability to themselves and their advisors to ensure that they are moving in the right direction.
how it works
Our Planning Process
Establish
We desire to get to know you and your family better. To provide advice in your best interest, we must first know your interests. During this phase of our process, we walk alongside you to ensure that we know the entire picture. Our goal is to gain a clear understanding of your financial picture.
Explore
With the groundwork laid, we can now explore the various possibilities of reaching your desired financial outcomes that are aligned with your values and beliefs. We will consult with your other advisors to form a clear and concise plan that provides clarity to you and your family on how to reach your goals.
Equip
We equip you with the knowledge and tools necessary to make informed decisions about your financial future. Through ongoing communication, we ensure that you are empowered to navigate life’s financial complexities with confidence. Our goal is to provide you with a roadmap that guides you toward your financial objectives, adjusting to changes along the way.
The Power of a Retirement Legacy Financial Plan
Whether you’re just getting started in your career or nearing the end of it, having clarity on your next steps is essential. You need to know whether you’re doing the right thing, and we’re here to help with that.
We understand the importance of feeling secure and confident in your financial decisions. Our friendly and dedicated team is committed to guiding you through each stage of your financial journey with personalized strategies that fit your unique goals and values.
What our client says?
Wayne T.
“It has been a pleasure working with Glenn Financial. They are knowledgeable in their field and take care of their customers. I would recommend their services.”
Leo K.
“Kyle manages my money like it’s his. We both know it’s God’s money & we are just being good stewards.”
Shawn R.
“Nothing but the best to say for Todd and Kyle. I highly recommend! Keep up the good work fellas!”
Disclaimer:
This advertisement contains one or more client testimonials. No material compensation is paid for client testimonials. Client experiences vary, and testimonials speak to the particular client experience and are not representative of all client experiences. Testimonials are available at Glenn Financial’s public Google page. The client providing the testimonial does not have any material conflicts of interest as it relates to the testimonial provided.