Experienced Financial Services & Wealth Management in Michigan & Across the U.S.
At GLP Financial, our goal is to help you prepare for a successful, financially feasible future. Whether you've been saving for years or are just beginning to consider a retirement plan, we work closely with you to implement a strategy that takes care of you and your loved ones. We know that the fiscal landscape can be a challenge to navigate and are here to guide you through the process of financial services.
Our experts have been assisting non-profit professionals, public education employees, and their families in Michigan, California, and Texas since 1969. Over our decades working in the field of education, our wealth managers developed a comprehensive understanding of the unique economic challenges facing those in the public sector. We're passionate about using our experience and expertise to help you meet your financial targets. Our team looks forward to discussing your goals and expectations, so call our agents and representatives in Farmington today to schedule your free initial consultation!
How We Can Help
We understand that your financial position is unique. When you choose to partner with our Farmington financial agents and representatives , we dedicate our team and considerable resources to helping you achieve your short- and long-term goals. Our experts develop an individualized approach that prioritizes your needs and fiscal well-being. We're prepared to assist you with:
- Financial Services
- Retirement Planning
- Retirement Strategies for Teachers
- Life Insurance
- Estate Planning
- Wealth Management
- 403B Retirement Plans
- 401k Planning
- Asset Protection
Why Partner with GLP Financial?
You can count on our Farmington agents and representatives to be your trustworthy partners throughout the year. Whether you have a specific question regarding your retirement strategy or would like to review an investment, we're a quick phone call away. From the moment you reach out to our firm, we dedicate the entirety of our resources to supporting you and your family. You'll find our team to be passionate, meticulous, and committed to your success.
We leverage advanced industry research and our firm's proprietary software to provide you with personalized recommendations and insights. By avoiding generic, cookie-cutter services, we're able to offer an in-depth experience that allows you to confidently plan for the future. From deciphering complex tax laws to protecting your valuable assets, you can always trust that we're in your corner.
Your Trusted Farmington
Wealth Managers
Preparing for retirement and managing your finances effectively can be challenging, no matter what stage of your career you're in. We work with independent professionals, school districts, governmental organizations, non-profits, and private sector entities in Farmington and across the country. When you choose to partner with our experts at GLP Financial, we're constantly looking out for your best interests as we seek to develop a unique plan that meets your needs. Contact us today to schedule your free consultation with one of our Farmington agents and representatives!
Ready to get started planning your retirement?
If your district is enrolled, click here to get started today!
FAQs
What are the biggest financial mistakes people make when it comes to retirement?
Many people don't begin saving early enough. Even when they start saving early, they often make the mistake of not putting money away consistently.
How do I get started?
You will want to make sure that you're working with a firm like GLP that will meet with you consistently.
You may think you can't afford to invest in retirement. We specialize in showing people where they can find that money and use it to build toward their retirement goals.
It's never too late to start putting money away for retirement. We can get started today. All you have to do is call us at (877) 457-9467.
What's the No. 1 thing that can derail retirement?
A catastrophic incident and we have solutions for that. Consider a situation where a person is diagnosed with a chronic illness or critical injury. Maybe it’s terminal.
Life insurance with living benefits is what you’ll want should such an unfortunate situation arise. In the event that a person becomes ill or injured, the living benefit will pay for those needs. Your retirement savings will remain intact.
How do I know if I have enough life insurance? How do I know if I have the right kind?
We work with our clients to understand their situation and customize their insurance to their needs. As a full-service financial firm, we look at the big picture and make sure our clients are putting money in the right places for their goals.
How do I know when I can actually retire?
There’s no better feeling than telling a client they’re able to retire if they wish – that they’re set financially to have a secure and happy retirement that meets their goals.
We can do this because of custom software we developed that gives us the ability to analyze the sources of income our clients can count on in retirement. We use it to show them where they want to be and match that up against where they are so they can understand when it makes the most sense to retire.
-
"Constance has served as my retirement financial advisor, for my TSA account, for the past eight years. , I found Constance to be genuine, knowledgeable and confident. She appeared to be someone who cared about my individual financial needs and concerns. She has proved herself to be all these traits, and much more. It's a good feeling to know that I can sit back and watch my money grow, while I wait for the glorious day when I can retire. I am confident that Constance will help me to meet my financial goals. Thank you so much Mrs. Mootry. Because of you, I'll be "sitting pretty" when I retire, hopefully somewhere warm. -M. Jackson "
We want to hear from you!
We want to hear from you! Schedule a Free Consultation Today!