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Glynn Financial Services LLC


Our Glynn Financial Services professionals can help you to:

  • Avoid costly mistakes, manage risk, save time, and improve your overall investment results
     

  • Guide you through the maze of retirement options - 401(k), IRA, Roth IRA, Pensions, Annuities, Keoghs, etc. - and can put you on course to have the type of retirement you've always dreamed of.
     

  • Decrease your estate tax liability, thereby aiding the financial stability of your loved ones.
     

  • Reach your education savings goals through 529 plans, Coverdell savings accounts, and other techniques.
     

  • Determine the type of amount of insurance you need to protect yourself, your family, your business and your assets.
     

  • Minimize your taxes, file your tax returns, and plan to reduce future tax impact.  If you own a business, develop a strategy to manage your business finances, including cash management, financing, employee benefits, and corporate taxes.
     

  • Achieve optimal asset allocation through diversification.

    Achieve your Goals by:

    Meeting with a GLYNN FINANCIAL SERVICES, LLC advisor to turn your dreams into a reality
    .       

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

 


 

 

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