- Providing fee-only financial planning services and investment advice to small businesses and people from all walks of life
- Helping people near and in retirement transition from the money accumulation phase of their lives into the spend-down phase in a way that balances the maximization of standard of living against the risk of outliving one's money
- Providing divorcing parties with specific financial analysis.
“Because we receive no commissions, we are able to fully focus on our mission: providing timely, unbiased advice to people from all walks of life,” says Glenn. “We seek to empower our clients to make the best financial decisions possible, so they may grow wealth, reduce stress and reach the personal goals that they desire,” he concludes.
In January 2009, Glenn was named one of the Best Financial Planners in Dallas by D Magazine (www.dmagazine.com.) He is also a past member of the Board of the Dallas-Ft, Worth Chapter of the Financial Planning Association.
Glenn is a NAPFA-Registered Financial Advisor and a member of The Garrett Planning Network.