Our Services

As a full-service, multi-dimension firm, the Glenn Planning Group offers a complete suite of products and services to both individual and corporate clients. These include:


Business Clients

  • Pension, Profit Sharing, 401(k), 457(b) and 403(b) Plans

  • SEP and SIMPLE Retirement Plans

  • Supplemental Executive Benefit Plans

Individual Clients

  • Investments / Wealth Management

  • Retirement Income Strategies

  • Estate conservation solutions / Legacy Wealth

  • Insurance and annuity products

  • Fee-based comprehensive financial planning

  • Long-Term Care Insurance