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Our Process

At Gleaner Financial, we guide you through a long-term process of wisely managing finances so you can pursue your goals and dreams while, at the same time, help you negotiate the financial barriers that inevitably arise in every stage of life. Our plans bring together the pieces of your financial life in order to:

  • Assess your current financial situation
  • Establish goals for the future
  • Create a long-term investment program
  • Monitor and adjust your investments over time

Our work does not stop when we develop your plan. The financial independence experience is an ongoing process that cycles with the creation and review of your financial picture. We meet with you to develop, implement, monitor, and update personalized strategies designed to keep your finances on track toward your desired outcome. Then, as your needs and goals change, our advisers will assist you in tracking your progress along the way.

We can make sure you get the specific advice you deserve. Whether your goals are maintaining your lifestyle through retirement or leaving the right legacy for your loved ones, Gleaner Financial can create the right plan for you, your family, and your future.

Taking the Next Step is Easy

Your time is valuable. The best way to determine whether we are a great fit for your needs is to schedule a complimentary introductory meeting. One of the best services we can offer is a thorough review of your existing retirement plan or other personal financial goals.

Our detailed analysis will evaluate costs, investment choices, objectives, and illustrate how our process can assist you on your way to financial independence. To schedule your no-obligation review, please contact us at 800.294.PLAN.