We’re not your typical financial advisor, here’s what sets us apart:
Our biggest advantage is our people. At our core is a caring, respectful, and inclusive team-oriented culture where success is derived from helping others. Here’s our commitment to you:
- Listen Completely. We give you our undivided attention, everytime.
- 24/7 Access. Your every need is our number-one priority. We’re available 24hrs a day, 7 days a week via phone, text or email.
- Immediate Response. We respond to client requests within one hour during business hours.
- Attention to Detail. We understand everything matters when it comes to delivering extraordinary client service.
- Clear, Consistent Communication. We proactively reach out to you; especially during volatile times.
- World-Class Resources. Our combined expertise and vast resources help simplify your life.
- Continuous Improvement. We are always looking to improve and your feedback is vital.
Utilizing a simple and straightforward approach to your money, we help you clearly identify what you own and why you own it. We help you avoid mistakes, cut excess costs and keep taxes low so you keep more of what you earn. Here are the keys to our success:
- Mutual Trust. The foundation for any successful advisor/client relationship is mutual trust.
- A Plan. The only basis for an investment portfolio is a plan.
- Decisions Based on Your Life. Portfolio changes are made based on your life NOT market events, the economy or the political landscape.
- No Predictions or Market Timing. We believe it’s impossible to predict the market and therefore make no attempt to do so..
- Low Cost & Tax Efficient. We build simple, straightforward portfolios ensuring you understand what you own and why you own it. Minimizing costs and taxes to ensure you keep more of what you earn.
- Success is Measured by Your Goals. We measure success not against a market benchmark, but the progress and likelihood of accomplishing your goals.
Many advisors talk about a holistic approach, but fall short on delivering. Not us, it’s ingrained in our DNA. From your investments to your estate plan, we provide guidance in all areas of your financial life.
How do our services differ from a traditional broker? Check out The Gleason Group Difference below.
The Gleason Group Difference
|Traditional Broker||The Gleason Group|
|Behavioral Investment Counseling|
|Comprehensive Financial Planning|
|Saving & Budgeting Strategies|
|Debt Analysis & Lending Solutions|
|Insurance Analysis & Solutions|
|Estate Planning Assistance|
|Beneficiary Review & Coordination|
|Tax Planning & Preparation Assistance|
|Charitable Gifting Strategies|
|Social Security, Medicare & Medicaid Guidance|
|Advisory Team Coordination|
|Ongoing Education Opportunities|