Trusted Advisors
We believe financial planning should feel personal, not pressured.
At Glenn Financial, we walk with you to create clarity through a measurable action plan that helps you grow, give, and live with greater confidence.
Our Expertise
Financial planning is a broad topic, here’s the areas we specialize in:
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 "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.
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 reflect your unique goals and values.
At Glenn Financial, we believe that true financial planning is more than just numbers—it’s about aligning your resources with what matters most to you. That’s why we take the time to listen first, create a plan together, and walk alongside you as life changes. Whether you’re navigating a major life transition, planning for retirement, or managing a business, you don’t have to do it alone. We’re here to bring clarity, confidence, and care to every decision you face.
What do our clients say?
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.
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.