Financial planning, design and service
Our passion is helping people protect what they work so hard for and plan a successful future. We provide creative design ideas focused on improving clients lives. We
work side-by-side with clients helping them navigate through the maze of information they receive. Our primary goal is helping people reduce stress around their financial affairs and move comfortably through each phase of their lives. We have helped people with tax reduction strategies, improve their cash flow, invest their hard earned money in ways suited to them, create wealth and efficiently pass it to their families and other beneficiaries. Our clients are good friends and we are usually the first person they call when they have a questions about a lot of things especially financially related. We enjoy developing new relationships with people that are willing to work together toward achieving their goals and desires.
Glenn has over 35 years of experience helping people, over 25 years in the financial services industry and 10 years as a Certified Public Accountant in the State of Florida - currently not practicing as a CPA.
Glenn has been growing orchids for over twenty-five years. With proper care and planning they blossom with beautiful flowers. Making sure wealth continues to blossom to reach your goals, like orchids, takes care and planning. Such planning is not a single event. It is a process that we enjoy helping people develop and succeed in.