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Striving for Financial Success.

One Person at a Time.


We're Glass Financial Advisors.



Meet Your Advocates

Here to Answer the Tough Questions Like:



Person thinking Cleveland, OH Glass Financial Advisors

When can I retire? How much money do I need to retire? Will I have enough? Will I outlive or run out of money? How will I pay for healthcare? How much should I be saving? Cleveland, OH Glass Financial Advisors

Addressing Your Financial Concerns

One Step at a Time

Helping You Manage

 Your Money Wisely

At Glass Financial Advisors, we pride ourselves on the relationships we develop, grow and continuously nurture with you and your loved ones. We have combined our experience to put an emphasis on educating and assisting individuals to achieve financial success.


Whether you're a woman, have a family, or are an educator, we look forward to providing objective recommendations to help you live your best life.

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Developing a Comprehensive Plan

Around Your Needs and Life Goals


Our Solutions-Based Planning Addresses


Financial Planning Cleveland, OH Glass Financial Advisors


Financial Planning

Financial planning is a process, not just a product. It is the long term management of your finances so you can reach your financial goals while also planning for contingencies that can arise at any stage of life.

Retirement Income Planning Cleveland, OH Glass Financial Advisors


Retirement Income Planning

There is a huge difference between accumulating money and planning for a lifetime of income that minimizes taxes and assures you do not run out of money. We will work to maximize your Social security and any other assets you may have to create the income you need in
retirement.

Individual Retirement Plans Cleveland, OH Glass Financial Advisors


Individual Retirement Plans

A sound approach to retirement usually includes IRAs as a source of income in retirement.  We will develop a strategy for the accumulation of retirement assets that you can use to create a comfortable standard of living.


Workplace Retirement Plans Cleveland, OH Glass Financial Advisors


Workplace Retirement Plans

For many people, a workplace retirement plan represents a sizable portion of their assets. Whether you have a 403(b), a 401(k) or a 457 deferred compensation plans, we will help you understand how these plans work and how you can use them to create the income you need in retirement.

College Funding Cleveland, OH Glass Financial Advisors


College Funding

The rising costs of education require a significant amount of planning and strategizing. Together we can help you prepare for one of life's greatest investments, an education.

Insurance Strategies Cleveland, OH Glass Financial Advisors


Insurance Strategies

The protection of your assets is the foundation of a strong financial plan. We take into consideration what would happen to your financial success if you become disabled, die prematurely, or live too long and need nursing home or assisted living care.



Investment Management Cleveland, OH Glass Financial Advisors


Investment Management

After helping you create a diversified 

portfolio, our team will monitor and update your investments as we work together to meet your goals.

Tax-Deferred Investing Cleveland, OH Glass Financial Advisors


Tax-Deferred Investing

No financial plan is complete without understanding the taxation of your money. Together, we will work to manage the effect of taxes and improve your total financial outlook.

Estate Planning Cleveland, OH Glass Financial Advisors


Estate Planning

By making sure your Wills, Power of Attorney, Living Wills and beneficiaries are all coordinated, we can help you manage your affairs during your lifetime and share your wealth with the ones you love after death.


*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation. 


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Providing Simplified Solutions

Through Empowered Education


We believe that every person is capable of reaching financial success. The question is...

How do you get there?


We approach your questions and concerns by understanding the dynamics of your entire financial picture. We break down our process into small, manageable steps, piece by piece - just like a puzzle. 


Step 1: Gather Information Cleveland, OH Glass Financial Advisors


Step 1

Gather Information


There is more to your financial puzzle than your IRA or your bank account. A variety of components make up your financial picture and we will spend time getting to know your situation, inside and out.

Step 2: Define Success & Set Goals Cleveland, OH Glass Financial Advisors


Step 2

Define Success & Set Goals


Financial success is different for everyone and may consist of paying for your child’s education, traveling the world or retiring early. Whatever financial success means to you, we will be sure to define your goals to help you live the life of your dreams.


Step 3: Educate & Empower Cleveland, OH Glass Financial Advisors


Step 3

Educate & Empower


Teaching financial literacy is the basis of our planning firm.   By teaching the basics of personal finance, we empower you to make smart money decisions and work towards your financial goals.



Step 4: Develop a Plan Cleveland, OH Glass Financial Advisors


Step 4

Develop a Plan


Together, we will build a personalized plan that you can stick to and count on in difficult times.  


Step 3: Educate & Empower Cleveland, OH Glass Financial Advisors


Step 5

Implement and Track


Your financial plan is monitored and updated throughout your lifetime to accommodate any changes life throws your way.

Step 4: Develop a Plan Cleveland, OH Glass Financial Advisors


Step 6

Pass Your Legacy on to the Next Generation


Protecting your hard earned money and passing it on to your loved ones is one of the greatest benefits of a solid financial plan.  


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Striving for Financial Success
One Person at a Time

Let’s Get to Work

Female Financial Advisers

Serving the Cleveland, Ohio Area

We are a female-powered financial planning firm passionate about guiding you toward financial success, however you may define it. 

We stand by an oath to always act in a fiduciary capacity, and we will always prioritize your success.


Our Mission?

To help you achieve financial success, however you may define it.



Discover What We Do Differently:


 
Tailored Financial Planning

Your financial plan is developed to meet your personal goals and address the circumstances in your life. Over time, we’ll update your plan to align with your ever-changing needs and the milestones you and your loved ones may encounter.

 
Education

We view our role not only as advisers, but also as educators in the field because we know all too well that financial literacy is very rarely taught. With a variety of techniques and modern capabilities, we make financial planning easy to understand as you begin to implement beneficial changes into your life.

 
Service

We strive to offer the best client experience possible. Being part of Glass Financial Advisors means being part of a family.




We encourage you to develop a plan you can be proud of and lean on in times of uncertainty.

Meet Your Partners in Female-Driven Financial Planning


Michelle Glass, CRPC Photo

Michelle Glass, CRPC

Founder, Financial Adviser


Michelle comes from a small family in Lorain, Ohio where her father worked in a factory and her mother worked in the local school district. While they never had excess money or “luxuries,” there was plenty of love, encouragement and time spent together. As a family, they experienced everything together and life on all accounts was wonderful.

During her junior year in college, Michelle’s father was diagnosed with cancer. His prognosis was not good, and he had to quit work. Her mother took a leave of absence from her work to help take care of him. While he fought admirably, he died the following year. After the funeral, Michelle returned to college, and her mother went back to work. Life returned to some level of normalcy. Upon graduating from school, Michelle got her first job and moved away from home. During this time, she watched her mother begin to enjoy her life again and experience new things. 

Michelle learned that her mom had an advisor who taught her to continuously save more money and how to do so properly. This advisor educated her on the importance of planning for retirement. Her mother’s ability to make a new life for herself in part had to do with having the financial freedom to do the things she wanted. She had freedom and independence because she had an advisor who taught her financial literacy. Now that Michelle is an adult, she realizes that the greatest gift you can give anyone, especially your children, is your independence. This is what inspired her to become an adviser...to help people become financially independent.  

Since 2007, Michelle has helped clients prepare for their retirement utilizing customized and goal-oriented financial planning. She has FINRA Series 7 and FINRA Series 66 registrations, along with her Life, Accident and Variable Products Insurance Licenses. Michelle has also earned her CRPC designation, Chartered Retirement Planning Counselor. She was recently appointed to the council of the Women’s Advisor Network at Voya Financial Advisors.

When she's not working, Michelle loves to spend time with her daughter and family. She also enjoys travel, cooking and getting lost in a good book.

Send Michelle a Message

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Stay In The Know

Serving the Greater Cleveland, Ohio Area

Every individual we add to our family of clients is one more we get the chance to know and whose company we have the opportunity of enjoying for years to come. Give us a call or complete the submission form below to get started.


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