FAQs

  • Yes, we are a Fiduciary. We are always working in the best interests of our clients. This is in line with our mission and approach to have a relationship centered around trust.

  • We work with many different types of clients in different situations but there are two groups that stand out as folks that we are able to maximize our value to their situations:

    • Small business owners that are typically in need of a very personalized and unique retirement solution

    • Individuals and couples in retirement or nearing retirement age are a group where we can be a big asset and partner for this new phase of life where there are monumental decisions such as claiming social security and taking distributions from retirement accounts for the first time.

    We are always available to answer questions though for our client’s family and friends.

  • Bret is a Chartered Financial Analyst® Charterholder. This is one of the highest distinctions in the investment management profession.

  • At Glean Financial we believe in the power of stewarding our finances in a way that people are holistically cared for and no individual lacks relevance. The name Glean comes from the Biblical concept of intentionally leaving margin for the sake of valuing those within the community.

  • TD Ameritrade is the custodian that holds our clients’ investments. TD Ameritrade has 1.3 trillion* in assets on their platform.

    *TD Ameritrade, “About Us,” https://www.tdameritrade.com/about-us.html.

  • While we do not have an investment minimum, we typically work with families that have 100k-1mm+. However, not having a minimum allows us the flexibility to serve individuals at any part of their financial journey and also gives us the opportunity to serve our client’s friends and families.