Estate/Business Planning

Wealth Management encompasses the use of our investment advisory and estate planning services for more complex estate planning and business planning.

We take a multi-faceted, customized approach to Wealth Management by offering solutions that are tailored to an individual’s goals and sensitivity to risk, allowing us to meet even the most comprehensive investment objectives.

Because GLP Financial is Independent, you can be certain that our advisors are not beholden to any particular financial products. We have the ultimate freedom to select only the highest-quality products that suit the goals of our clients.

Whether you’re seeking a single financial outcome or a comprehensive financial plan, our advisors are looking forward to helping you construct a portfolio that’s customized to your objectives.


Planning Solutions

  • Estate Planning
  • Wealth Transfer
  • Executive Fringe Benefits Plans
  • Buy and Sell Plans
  • 403(b), 457 and 401(k) retirement plans
  • IRAs and Roth IRAs
  • Equities
  • Fixed-Income Investments

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