My Services

While developing a customized financial strategy, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will recommend appropriate strategies designed to suit your vision and objectives. I can help you by educating you on the following products and services:

 

  • Tax management strategies
  • Investments
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

There are other financial services firms out there. Is there a difference? I think so. Importantly, the difference is not products. I may be able to offer various insurance and investments.

I believe several key factors set my organization apart:

  • Listening
  • Team approach
  • Individualized planning
  • Personalized financial website
  • Responsiveness
  • Service, service, service

Significantly, Glass and Associates combines the resources you expect of a large enterprise with the agility only a small firm can provide.