How does the advisor help clients – Key Takeaways:
Glass Retirement Strategies, Inc. offers expert financial advice and guidance to clients in order to help them achieve their retirement goals. With a team of experienced and knowledgeable advisors, the firm is able to provide personalized strategies and solutions that are tailored to each client’s unique financial situation.
Some key takeaways of how the advisor helps clients are:
- Creating retirement plans that are customized to each client’s goals and risk tolerances
- Managing and monitoring investments to ensure they align with the client’s objectives
- Evaluating and recommending appropriate insurance options, such as life and long-term care insurance
- Assisting with tax planning and optimization strategies
Facts and Insights
Glass Retirement Strategies, Inc. was founded in 2005 and has been providing financial services to clients for over 15 years. As of December 2020, the firm has $500 million in assets under management and employs a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2005 | 500 million | 10 |
Financial Services Offered
Glass Retirement Strategies, Inc. offers a wide range of services to help clients reach their retirement goals. Some of the services provided include:
- Retirement planning
- Investment management
- Tax planning
- Insurance recommendation
- Estate planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small business owners. The advisors at Glass Retirement Strategies, Inc. possess the knowledge and expertise to provide comprehensive financial services to clients from all walks of life.
Fees & Compensation
Glass Retirement Strategies, Inc. operates on a fee-only compensation model, meaning they do not earn commissions from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management and are discussed and agreed upon with clients before any services are provided.
Background
Glass Retirement Strategies, Inc. was founded by John Glass, a highly experienced and respected financial advisor. With over 25 years of experience in the industry, John has built a team of advisors who share his passion for helping clients achieve financial security and a comfortable retirement. The firm is committed to providing personalized and attentive service to each and every client.
Financial Advisor Disclosures to Know
Glass Retirement Strategies, Inc. adheres to strict ethical standards and practices, and all of their advisors are registered with the appropriate regulatory bodies. The firm has a clean record with no disciplinary actions or disclosures to report.