SERVICES
With over 50 years of experience, we are able to help investors at any stage of life create their wealth plan. Through our partnership with Partners Financial Group (PFG) and Vicus Capital, Glenn offers a myriad of wealth planning options.
Investment Management
Through a distinct blend of investment portfolio solutions, we are able to strive to help our clients meet their unique goals regardless of their stage in life. Whether your goal is long-term, like saving for retirement, or a more immediate need for a stream of income we will work diligently to craft the wealth plan you deserve.
Including*:
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Asset Allocation
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Performance Reporting
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Tax Efficiency
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Rebalancing
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Socially Responsible Investments
Financial Planning
Our financial planning services seek to chart out the short- and long-term goals of our clients based on their current financial circumstances. A financial plan can lay a groundwork for decisions in managing risk, improving income, crafting investment objectives and reducing debt.
Including*:
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In-Person Reviews
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Net Worth Review
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Cash Flow Analysis
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Education Planning / 529
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Large Purchase Consulting
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Retirement Planning
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Life Event Planning
Risk
Management
Don't let the uncertainties of life catch you or your loved ones off guard. Our assistance in planning for life's "what ifs" will create a new sense of ease and certainty regardless of where life takes you. Feel confident you are protecting you and those you love for what lays ahead.
Including*:
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Risk Tolerance Review
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Life, Disability, and Other Insurances
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Long Term Care
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Incapacity Planning
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Survivor Planning
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Medicare Guidance
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Emergency Fund
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Mortgage Analysis
Estate & Tax Guidance
Our guidance can help you plan for important decisions about what will happen to your legacy. Ensure your hard earned assets are properly transferred to your heirs and minimize the impact of estate and inheritance taxes. We also assist in planning for charitable donations and other philanthropic giving.
Including*:
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Coordination with a CPA
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Wills and Power of Attorney
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Medical Directives
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Benficiary Review
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Wealth Transfer / Trusts
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Philanthropic Giving
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Estimated Payments
* Disclosures
Please Note:
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Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
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Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
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All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.