01
Investment Management
When we create your investment portfolio, we combine extensive research, due diligence, and portfolio modeling that results in a smart strategy designed for you and your family.
02
Holistic Financial Planning
It’s not enough to just consider investments. Because the concerns of outliving your money, preparing for retirement, or knowing the best strategies to optimize your retirement income are just a few of the infinite financial issues you may face.
Ready to get started?
Connect with a Glassman Wealth advisor today to continue the conversation.
03
Retirement Planning - The Process
Retirement planning is so much more than plugging inputs into software and spitting out modeled scenarios.
The benefit of your retirement planning process is the process itself; a dynamic discussion to give you the confidence that you’re prepared.
04
Tax and Estate Planning
Fewer clients per advisor allows us the time to be proactive and lead the conversation with your other advisors to brainstorm, strategize, and implement. We’re not only by your side as you meet with and think through tax and estate strategies, we’re often leading the process.
How are we different?
We want you to know all the options, even strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with your choices – even those you leave behind.
05
Lifestyle
Our clients lean on us when life happens. Whether it’s health coverage before Medicare kicks in, keeping you from getting hacked, or helping you with VIP travel, it’s all part of our curious and caring nature.
We’ll advise you on:
- When and how to claim your Social Security benefits
- Deadlines and options for Medicare
- Your required minimum distributions (RMD)
- Your need for Long-term Care Insurance
- Elder care options
As you move into retirement, we manage the transition to ensure your plan is on track and you’re ready to embrace this next phase with confidence and ease.
