Financial Planning

We believe our responsibility to clients goes beyond managing their investments to include a holistic wealth management approach. To the extent requested, we provide financial planning services. Our wealth management team will begin the process with a detailed goal setting meeting and then write a plan designed to your unique situation. We utilize an interactive online portal throughout the engagement to give you daily access to view progress on your plan goals.

A financial plan may include the following:

  • cash flow analysis and budget planning
  • net worth statement
  • review of existing investments and retirement assets
  • life insurance analysis
  • strategic tax review
  • estate review and wealth transfer
  • education planning
  • charitable giving

We add value by working directly with your outside CPA, estate planner, and other licensed professionals to be sure your financial goals are on the right track. If requested, we may recommend the services of other professionals for implementation purposes. Our fee for financial planning services is a one-time fee or can be charged as an ongoing basis. Our fee is typically determined based on the number of estimated hours to complete the written plan.

Bill Paying

At GLR we also offer bookkeeping services for those of you who desire assistance in managing daily affairs. These services are provided for a fee on an hourly or monthly basis.

Our bill paying services help simplify the day-to-day hassles of writing checks. This service is especially great for people who travel frequently throughout the year. Clients may open a new checking account or use an existing account and use automatic money transfers from their managed investment account to maintain the checking account. Our payroll services assist you in organizing household staff and business employees.

Tax Return Preparation

GLR does not generally provide tax return preparation services, but we may provide on a per case basis. Please ask us for more information if you feel you would benefit from our tax services.