At Glass Financial Advisors, we have combined our experience to put an emphasis on educating and assisting individuals to achieve financial success.
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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.
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
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.
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.
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.
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.
After helping you create a diversified
portfolio, our team will monitor and update your investments as we work together to meet your goals.
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.
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.
We believe that every person is capable of reaching financial success. The question is...
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.
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.
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.
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.
Together, we will build a personalized plan that you can stick to and count on in difficult times.
Your financial plan is monitored and updated throughout your lifetime to accommodate any changes life throws your way.
Protecting your hard earned money and passing it on to your loved ones is one of the greatest benefits of a solid financial plan.
We are a female-powered financial planning firm passionate about guiding you toward financial success, however you may define it.
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.
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.
We strive to offer the best client experience possible. Being part of Glass Financial Advisors means being part of a family.