SERVICES

Corporations

Not every business requires the same accounting services. Glen customizes accounting services to fit the specific needs of your company.

 Corporations have a lot of moving parts and keeping it all balanced is a delicate skill. You not only have your business and your financial security to worry about, but you have the financial security of your family, your employees, and your employees’ families to consider, too. Glen understands the importance finances play in corporations. He treats every business as if it is his own.

 With Glen’s help, you will watch your business grow and you will be able to plan for the future by understanding the financial status of your company and key performance metrics.

Limited liability companies (LLC) and partnerships

How you choose to structure your company and partnerships will have lasting effects throughout your business and your life. There is so much red tape with limited liability companies and partnerships that it can feel impossible to know if you’re doing everything correctly. Glen expertly helps you navigate all the complexities associated with LLCs and partnerships, guiding you through the process every step of the way.

Estates and trusts

You’ve worked hard all your life to accumulate wealth and ensure your family’s future. So how do you know if you’ve done all you can?

Glen works closely with clients to learn their unique needs, goals, and objectives. He will help you determine your net worth, plan for short-and long-term wealth management, and ensure the transfer of your assets while minimizing estate and other tax liabilities, and maximize the value for your heirs.

All 50 states and U.S. Possessions

Glen is licensed and able to assist clients living in any U.S. state or territory. Educated in Minnesota and now living in Florida, Glen has a wide range of tax and financial expertise that applies any client no matter where they live. He has traveled the world, always taking his love of finances with him. El habla español.

Estate planning

No matter your age, proper planning is essential to take care of yourself and those you love. However, it is also a daunting task. Are you doing enough to ensure your family’s security? Glen works closely with clients to understand their specific needs and goals. He helps you secure the best future for your loved ones and ensure the transfer of all your assets with the maximum value to your heirs.

Tax advantaged benefits

One of the hardest aspects of financial planning is tax. Are you paying what you’re supposed to? Are you getting back everything that you should? Glen helps you understand your tax advantage benefits. He works closely with you and your finances to guarantee you are receiving the maximum benefits.

Retirement plans

No matter where you’re at in your career, it’s never too early to start planning for retirement. You work hard for years. Once it’s time to retire, don’t you want to relax?

Glen helps clients plan for their future and ensure they will retire with confidence and ease. He will give you the tools and expertise necessary to start maximizing your savings and give yourself a thriving financial cushion with which you can retire on.

Business planning and consultations

Proactive planning is key to fulfilling your company’s financial objectives. Glen provides CFO-level consultation to businesses of all sizes. Whether you are a start-up, small family-owned business, or a large corporation, Glen will help you strategize and plan a lucrative future for your financial growth.