In the year 2000, I fulfilled a long-term goal, which was to provide
the clients of Glynn Accounting & Tax service and Coldwell Banker
Glynn Realty, Inc., with access to financial services, creating a
company called Glynn Financial Services, LLC. Resulting in a triad of
companies, commonly known as The Glynn Group, Ltd.
In today’s global economy, businesses and individuals need trusted
advisors. Who better than your trusted accountant, to listen to your
concerns and objectives, analyze your personal situation, propose
realistic financial solutions and serve your needs as they change?
Glynn Accounting & Tax Service can assist you with examining your
present financial situation, help you manage your income taxes, plan
for retirement and financial independence, preserve your wealth, make
sure you have adequate insurance protection and provide business
planning.
Glynn Financial Services, LLC can help you actually invest the IRA you
need, purchase the insurance protection you need, help you rollover
the 401K plan that you need to invest at the time of a job departure,
help you find the right mutual fund for your children’s education,
assist you with finding the right insurance company for your long-term
care nursing home protection. Glynn Financial Services, LLC can help
you purchase the liability, workers compensation, health insurance or
disability insurance you need for your business. They can find you the
municipal bond that saves you income taxes or the best annuity that
defers the tax into the future.
Best of all, it is done with a company that doesn’t have to meet sales
quotas. A company that provides you with a one-stop shop for all your
needs. An independent agency that can select the best insurance
carrier for you. With a company that helps you protect your loved
ones, with easy to understand terminology, with an unlimited range of
choice.
And finally, provide you with the ULTIMATE of personal financial
planning. A marriage between your investment advisor, your accountant,
your attorney (if necessary) and yourself. All parties, working
together with the same goal in mind.
Sincerely yours,
Melinda Wacker
Glynn Financial Services LLC
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
