The Cleveland
Financial Solutions Way.
No matter where you are in life, your financial future matters. Our planning process is customized to your goals, needs, and timeline—so you get guidance that fits your life.
One coordinated approach.
Your whole financial picture.
Your finances support the life you love. That’s why we bring the pieces of your retirement plan together through one central process. When you ask, “Can you help with this?” our goal is to offer guidance—or help identify the right professional to involve.
A plan built around you.
Our financial planning process offers a thorough, understandable starting point for your goals. We help you explore customized strategies for retirement income, savings, and the decisions that shape your financial future.
Protection with purpose.
Insurance can help address risks to your income, savings, and family’s financial well-being. We help you understand available products, their costs and limitations, and how they may fit into your broader retirement strategy.
A legacy with intention.
Planning ahead can help clarify your wishes and provide direction for loved ones. We help you consider legacy goals, beneficiary needs, and coordination with qualified legal and tax professionals for estate documents and advice.
Grow. Preserve. Give.
Explore the planning areas and insurance options that may support your goals. Recommendations depend on your needs, eligibility, and the products and services available to you.
GROW
Prepare for retirement by putting your hard-earned assets to work.
- Annuities
- Asset protection planning
- Charitable giving strategies
- College funding planning
- Estate planning coordination
- Fixed indexed annuities
- Contractually guaranteed income options
- IRA and 401(k) assets and planning
- IRA, 401(k), and 403(b) rollover considerations
- Lifetime income planning
- Retirement income planning
- Conservative savings and income options
- Social Security planning
- Wills, trusts, and estates—coordination with legal professionals
PRESERVE
Protect the assets that help support the retirement you imagine.
- Accident insurance
- Critical illness insurance
- Dental insurance
- Disability insurance
- Final expense life insurance
- Funeral trust insurance
- Health insurance
- Indexed universal life insurance
- Life insurance
Contact us for help with these options:
Request an Ameritas Dental Quote → Request a GPM Dental Quote →GIVE
Plan for care—and for the people and causes you love.
- Living benefits insurance
- Long-term care insurance
- Medicare insurance options
- Medicare supplemental insurance
- Mortgage protection insurance
- Short-term major medical insurance
- Vision insurance
- Medicaid crisis planning coordination
Insurance availability, eligibility, benefits, exclusions, and costs vary by product and state. Guarantees depend on the issuing insurer’s claims-paying ability and contract terms. Annuities may involve surrender charges and withdrawal restrictions. Legal documents, tax advice, and Medicaid eligibility strategies require appropriately qualified professionals.
You don’t have to
figure it all out alone.
A list of options is only the beginning. Glad Cleveland helps you understand how the pieces relate to your life, what questions to ask, and which priorities deserve attention first.
With more than 20 years specializing in retirement planning, Glad brings a personal, patient approach to helping you make informed decisions.
We begin with your goals, concerns, and current financial picture.
We discuss relevant options, trade-offs, and how each may fit your needs.
We identify practical next steps and a plan for staying connected.
Let’s build a plan
around what matters to you.
Whether retirement is years away or already underway, a thoughtful conversation can help you decide what comes next.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
- Vision
- Assessment
- Strategy
- Action
- Ongoing Relationship