Income Planning

At Glean Financial we understand the importance of income planning in creating the optimal financial roadmap. We will work closely with you as we create a plan to optimize your income streams, maximize tax efficiency, and ensure sustainable cash flow throughout your retirement years. Many clients have put in great effort to build their savings for retirement. Now it is time to create the roadmap for optimal distribution. What assets should I begin taking distributions from? When should these distributions begin and how often? These are questions we will all face or are facing currently. Do you want someone to partner with you to make sure you are best utilizing your specific mix of accounts when taking withdrawals? We would love to join you on this journey.

Legacy Planning

At Glean we believe having a plan opens up opportunities for a seamless positive impact for our loved ones around us. We provide comprehensive legacy planning services to help clients protect and preserve their wealth for future generations. This includes strategies such as estate planning, trust formation, asset protection, and charitable giving, tailored to each client's unique needs and goals. We work closely with our clients to develop personalized legacy plans that align with their wishes, minimize tax implications, and ensure a lasting legacy for their loved ones or chosen beneficiaries.

Tax Strategy

Our team provides comprehensive tax strategy services to help clients optimize their tax planning and make sure their investments are in sync with an efficient tax plan. We develop personalized tax strategies that consider factors such as your current income/projected income and current/projected tax rates to help clients minimize their money that goes toward their tax bill. Things we are considering…what types of investments should be in what specific account type based on your personal situation and your specific goals.

We believe in the power of connecting with others and utilizing each others’ strengths. That being said, we are happy to work with our clients' accountants or connect them to our accountant in order to help provide proactive tax planning, tax-efficient investment strategies, and guidance on tax implications of various financial decisions. Trust us to help you navigate the complexities of the tax code and develop effective strategies to minimize your tax burden and maximize your financial outcomes.

The endorsement of the above listed individual(s) is provided by this investment advisor who refers clients for their professional service(s). This investment advisor is a client of the above listed individual(s) but is not affiliated with them or their service(s) in any other way.

Neither this investment advisor nor the above listed individual(s) have been compensated for this endorsement.

Investment Management

We believe investment management begins with our clients’ story. At Glean we want to know what suits our clients’ stories best before we begin managing investments. We offer a wide range of investment management services to help clients achieve their financial objectives. We provide personalized investment strategies, portfolio management, and ongoing monitoring to optimize performance and manage risk. We offer diverse investment options, including stocks, bonds, ETFs, and structured notes, tailored to each client's risk tolerance, time horizon, and financial targets.

Social Security Maximization

Social Security Maximization can sound incredibly daunting. However through careful analysis and planning, we aim to help our clients maximize their Social Security income, ensuring they receive the benefits they are entitled to and enhancing their overall retirement strategy. Strategically timing when and how to claim your benefits is a crucial part of your retirement strategy. Our process involves analyzing factors such as age, life expectancy, retirement goals, and spousal benefits, to develop a personalized plan that maximizes Social Security income over the long term, ultimately helping individuals make the most of their retirement funds.

Charitable Giving

Giving back is one of the most important aspects of your life and we will be there to guide you as you thoughtfully decide what organizations to champion. This is an area our team is passionate about and would love to come alongside you on this journey. Are you not sure what accounts you should be using for your Charitable Giving? Are you wanting to learn more about Qualified Charitable Distributions(QCDs) from a retirement account and if a QCD is right for you? Do you want to know more about what a Donor Advised Fund(DAF) is and if that is the right fit for you and your family? We can help you go through the pros and cons to see if this is a helpful way forward for you. These are a few of the questions that we can help answer with you to find the right approach for your family.

Our Services