A good financial plan gives you a clear vision of your total financial situation and provides a roadmap toward achieving financial security.
What We Do For You
Your plan will take into account every aspect of your personal finances, from optimal management of income and debt, to proper insurance coverage and strategies for minimizing tax liability. Many clients get a sense of relief having everything organized within a comprehensive snapshot.
State-of-the Art Web-Based Software
Because we use a state-of-the-art cloud-based software, your plan includes customized “what-if” scenarios and becomes an eye-opening view of your financial situation today and in the future.
One of the biggest flaws with traditional financial planning is that a set plan becomes stale over time as the market changes. Instead, you will have a dynamic Web-based plan that is easily updated as your circumstances change.
Glazier Financial Advisors does not provide legal, accounting, or insurance services. With your permission, however, we will work together with other professional advisers to coordinate and implement the strategies we have agreed on.
Aspects of Financial Planning
- Investment analysis
- “What-if” scenarios
- Retirement income planning
- Budgeting, cash flow management, and debt reduction
- Tax saving strategies
- Education planning and funding
- Small business retirement plans
- Insurance management
- Estate planning
How We Do It
Scenario Analysis
With the financial planning service delivered by Glazier Financial Advisors, we will review “what-if” scenarios, so you can see, in real time, the impact of different decisions on your future financial situation. Here are the types of questions clients want to know:
- How much money do I need if I want to retire at age 60?
- What is the impact if the stock market suffers a major setback in the next few years?
- Can I afford to retire at age 60 instead of 65?
- What if I don’t have long-term care insurance and I or my spouse has a multi-year illness?
- Will my assets last if my spouse or I live until age 95?
Prepare for the Future
If these are the kinds of questions that keep you up at night – there is a solution. You can understand the impact of different situations on your assets and cash flow. While no one can predict the future, you can help prepare for it.
(If needed, a will, trust documents, healthcare proxies, etc. will be developed in accordance with your attorney or with an attorney recommended by GFA.)