Your life. Your goals.
A more confident tomorrow.
Based in Crossville, Tennessee, we offer thoughtful retirement guidance built around what matters most: your family, your future, and the life you want to live.
Retirement planning.
With a personal purpose.
For Glad, helping people plan for retirement is a meaningful expression of her passion for helping others.
She works diligently and methodically with her clients to develop strategies that support a sustainable financial future. Every conversation begins with what matters most to you—because your goals should be at the heart of your retirement plan.
More about Glad
For more than 20 years, Glad has specialized in retirement planning, helping families work toward their financial goals. As a dedicated educator, she takes the extra time and care to explain the retirement process and help clients understand the options available to them.
Her Master’s in Clinical Psychology brings greater empathy to those conversations. She understands that financial decisions are personal, and she helps clients address their concerns with patience, clarity, and thoughtful guidance.
Glad enjoys helping clients navigate retirement’s biggest hurdles, taking a hands-on approach to finding strategies suited to each person’s circumstances.
Life beyond the office
Outside of work, Glad is actively involved in her church and various ministries. She enjoys assisting local charities, supporting groups that rescue dogs, and spending time on the golf course. She is also an avid skier and loves to travel.
Guidance for the decisions
that shape your future.
Glad helps individuals, families, and business owners explore retirement and protection strategies in the context of their broader goals.
Retirement Planning
Personalized planning for individuals and businesses, centered on retirement goals and long-term financial needs.
Social Security
Education about Social Security decisions and how benefits may fit into your retirement income plan.
Family & Business
Strategies to help address family, estate, and business protection needs while keeping your priorities in view.
Retirement Savings
Explore approaches to managing risk and protecting retirement savings as your needs change.
Tax-Aware Planning
Consider how taxes may affect retirement decisions and discuss planning needs with your tax professional.
Health & Long-Term Care
Education and insurance options for long-term care, health, and disability needs.
A meaningful life.
A thoughtful plan.
At Cleveland Financial Services, we believe the mark of a life well spent is staying true to your values: honesty, hard work, and respect for others. Relationships matter, and earning someone’s trust is a responsibility we take seriously.
Plan a comfortable and secure retirement.
Peace of mind isn’t for sale—but thoughtful planning and consistent effort can help you move toward it. We believe that starts with a trustworthy relationship and a clear understanding of your options.
Our approach brings education and practical strategies together, with guidance tailored to your needs, concerns, and vision for retirement.
More than a balance sheet.
A balanced life.
At Cleveland Financial Services, we believe wealth and financial stability are about more than numbers. They are about the freedom to live with purpose, care for the people you love, and create something lasting.
That perspective calls for a comprehensive approach: imagination alongside innovation, and creativity paired with careful calculation.
We are dedicated to helping you find greater purpose for your wealth and plan a lasting legacy for your family. Our work brings together industry knowledge, personalized guidance, and a passion for serving you.
Clarity first.
Then strategy.
Guidance built on education, discipline, and a hands-on approach.
Cleveland Financial Services is committed to helping clients understand the many connected parts of their financial lives. Personal service and thoughtful conversations are at the heart of that commitment.
Helping you build stability, security, and lasting confidence.
Your plan should be clear, practical, and designed around what matters most to you. We strive to help you work toward financial stability and independence with a strategy that reflects your life.
We simplify complex financial decisions so you can move forward with greater clarity while staying focused on your long-term goals.
Personal attention.
Genuine care.
We take a hands-on approach to financial guidance, pairing knowledge and experience with a sincere interest in your future. We listen carefully, explain your options, and help you take practical steps toward your goals.
Understanding makes
better decisions possible.
Education and a clear understanding of your current financial situation are essential to making informed decisions about the future. We help you understand where you are today before exploring where you want to go.
Let’s plan for the life
you want to live.
Share your goals, ask your questions, and explore how thoughtful retirement planning can support your next chapter.