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.