Financial Planning/ Investments

The following are a list of services available to the clients of Gleason Financial, Ltd.  Although this is certainly not an exhaustive list, it provides the overall areas of our practice.

 

I. Personal Planning

 

- Retirement Adequacy Study

- Life Insurance Needs Analysis

- College Education Funding Analysis

- Investment Services: Mutual Funds; Money Management; Stocks; Bonds;

  CDs; Real Estate

- Estate Tax Analysis

- Disability Income Analysis

- Long Term Care Needs Analysis

 

 

II. Business Planning

 

- Buy-Sell Agreements

- Key Executive Compensation Plans

- Coordination of Company-Sponsored Benefits with Personal Objectives

- 401(k) and other Qualified Retirement Plans

- Family Business / Equalization Techniques

- Employee Salary Deduction Savings Programs

 

 

Contact Sarah Connors at (412)-920-4122 x434 to learn more and to talk with an advisor of our Financial Planning Team.