Glenmore Financial, Inc.
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our goal is to form long-term relationships with our clients so as to create, implement and manage comprehensive financial plans on an on-going, proactive basis. The firm's principal, Don Hance, MBA, EA, CFP, has over 35 years experience in the financial services industry. Our clients benefit from that depth of experience, while also being assured the client's interest always come first.
Glenmore Financial provides these services as part of a comprehensive planning process:
- Tax Planning
- Individual Income Tax Return Preparation
- Retirement Planning
- Review of Insurance Coverage and Needs
- Estate Planning - Will and Health of Power of Attorney
- Investment Portfolio Review
- Budgeting and Record Keeping
- Goal Setting
- Asset Allocation and Investment Implementation
- General Financial Planning