Cleveland Financial Solutions · Crossville, Tennessee

Plan your retirement.
Live your next chapter.

Let Cleveland Financial Solutions help you turn your vision for retirement income into a thoughtful plan—built around your values, your family, and your future.

Explore Our Services Let’s Start a Conversation

20+ years of retirement planning

Rooted in Crossville, Tennessee

Built around your goals & values

A clear path forward

Planning for your future
starts today.

Your financial security is about more than investments. We help individuals and families work toward their ideal retirements with a process that starts with listening—and keeps your life at the center.

Step 1: Discovery

Start with your goals and values.
Establish what you need from an advisor.
Map out your current financial picture.

Step 2: Strategy

Evaluate what is needed to reach your goals.
Review potential red flags and opportunities.
Develop a strategic plan for where you want to go.

Step 3: Implementation

Align accounts and financial strategies with your goals.
Address additional planning needs.
Establish a plan for communication and connection.

We’ll plan for the whole journey, together—with the right level of detail, clear communication, and room to adapt as your life changes.

Byrd Creek flowing through Cumberland Mountain State Park in Tennessee

Relationships before recommendations

We know trust
is earned.

Your wealth is the result of your hard work and dedication to what matters most.

Too often, financial advice misses the person being advised. We take time to understand what money means to you, what you want it to make possible, and the people you want to protect.

Our role is to help you connect financial decisions with the life you want to live—through education, thoughtful planning, and a relationship built on trust.

Your plan should reflect your values.
Your guidance should feel personal.

Glad Cleveland, President and CEO of Cleveland Financial Solutions

Glad Cleveland President / CEO · Crossville, Tennessee

The person behind your plan

Who you work with
matters.

We treat you like part of our family so you can focus on what matters most.

With more than 20 years specializing in retirement planning, Glad Cleveland brings a passion for helping others and an education-first approach to every relationship.

Her Master’s in Clinical Psychology helps her understand clients’ concerns with empathy and care. She takes time to explain your options so you can make informed decisions about your future.

At Cleveland Financial Solutions, we believe you’re worth more than your wealth—and we’re committed to treating you that way.

Meet Glad Cleveland

Client experiences

Hear from our clients.

      EXCELLENT  
   Based on 3 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Luann Hinkle 
 
 
 
 Trustindex verifies that the original source of the review is Google. My husband and I first met Glad at a Social Security Seminar she offered many years ago.  She is wonderful to work with. She explains everything thoroughly. She has helped guide us through investing monies for our retirement, Medicare and supplemental plans. I would highly recommend Glad to anyone who needs help with retirement/investments/Medicare!
  
 
      Posted on Google  
   
   Edward Ryder 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glad  took all of the confusion out of my Medicare decisions.   She definitely knows what to do.
  
 
      Posted on Google  
   
   Gail Kerns 
 
 
 
 Trustindex verifies that the original source of the review is Google. I am very thankful for all the help that I received from Glad.  I was able to plan for and secure my Retirement dollars.  Glad helped me with my Medicare.  I was able to get a better policy that saved me money with my doctors in network!  I also reviewed my estate plan and put a life insurance policy in place, so I have peace of mind that my loved ones are protected when I am no longer here.  I am very pleased and thankful for the service Glad provided.