Donald Hance (CFP®, EA, MBA)
Donald Hance focuses in the
following client markets or areas of practice:
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
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. As a result, our clients benefit from that depth of experience while being assured we have their best interests in mind.
Additional Information
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
NAPFA Start Date
April 07, 2008