We take a process-based, client-centric approach to financial planning. From basic retirement planning to custom investment and protection strategies, we’re equipped to help anyone develop a confident financial plan.
Financial planning with GLP Financial Group isn’t a one-time experience.
We meet with our clients regularly to make sure their financial goals and objectives are intact.
As a full-service financial group, we offer our clients everything they need to take action toward their future, leveraging proprietary software and advanced research to guide our decisions.
Whether our clients are just getting started with Retirement Planning or are seeking a more aggressive Wealth Management strategy, we offer them the individualized strategies they’ll need to reach their goals.
Wealth Preservation isn’t just about life insurance.
It’s about having protections in place in case of critical illness or injury — not just for your family, but for yourself. What would happen if you could no longer earn an income? It’s a situation no one wants to face, but these things can happen. The good news is that you can take measures to protect yourself and your family.
There’s a lot to consider when selecting the right type and ideal amount of coverage. For example, should you have Living Benefits? We take the time to help our clients understand the pros and cons of different types of plans so they can be protected.
We strongly believe that financial planning requires a long view and a long-term relationship. That’s why we regularly check in with clients and adjust their financial planning and safeguards as their needs and circumstances change.
Once we’ve helped our clients accumulate enough wealth for their retirement, we then help put in place the things they’ll need for their actual retirement. This can include ongoing benefits and a retirement income distribution plan, among other things.
Estate Planning is thought to be something that only benefits the very wealthy, but that’s simply not the case. If you’ve done well with your Retirement Planning, you will likely have assets left over at the end of your life. There are both tax benefits and other important considerations that Estate Planning offers.
We collaborate with personal attorneys and tax advisors to design and implement an estate plan — one that meets the needs of their comprehensive financial plan. Just as importantly, we help clients identify the best ways to maximize the wealth they transfer to family members and the next generation.