Your first step in turning
your dreams into a reality
is to define your financial Goals:
Start with Goals that are:
1. Realistic- Make sure that goals are achievable
2. Appropriate– Make the goals consistent to your lifestyle and
expectations
3. Time specific– Set a deadline to motivate yourself
4. Measurable– Include a target such as a figure or a timetable
5. Challenging– Make the goal attractive
Write and prioritize your Goals:
1. Document your goals in writing
2. Rate the importance of your financial goals
3. Assign costs to your goals, by estimating their costs now and
projecting what they can become into the future
Achieve your Goals by:
1. Meeting with a Glynn Financial Services, LLC advisor to turn your goals
into a reality
2. Trusting an experience advisor to guide you in every step of the
process
Glynn Financial Services, LLC can help you with the goal process
Give us a call today at (262) 644-2053
1155 E. Commerce Blvd.
P.O. Box 183
Slinger, WI 53086
Fax (262) 644-7777
What We Can Do For You Accounting Services
Audit Assistance
Business Plans
1099 Preparation
401(k) Review/Rollover
Business Problem Solving
Buying Real Estate
Cash Flow Analysis
Commercial Real Estate
Compilation
Computerization
Consultation
Corporate Services
Disability Insurance
Educational Plan
Estate Tax
Financial Statements
Gift Tax Returns
Health Savings Accounts
IRA's, Roth's
Land Development
Liability Insurance
Like-Kind Exchanges
Long-term Care Insurance
Management Advisory
Medicare Supplements
Mutual Funds
Non-Profit
Partnerships
Payroll
Pension Plans
Personal Property Tax
Retirement Planning
Sales and Use Tax
S Corporation
Selling Real Estate
Simple/SEP
Tax Preparation
Trust Tax Returns
Umbrella Insurance
W2 Preparation
Website Assistance
Workers Compensation
