Together, We Examine & Implement Important Financial Decisions in Our Effort to Achieve Financial Autonomy. Working with an experienced, independent firm like ours brings you access to the financial education, confidence and transparency needed to successfully transition into retirement. Whether you're celebrating a new grandchild or looking for ways to save for retirement or a little bit of both, we are here to help.
Serving as a trusted guide, we partner with hardworking professionals like you to prepare tailored financial plans built to meet your needs for today while thinking about tomorrow. We offer personal financial planning and modular financial consulting focused on addressing your specific needs.
Serving as a trusted guide, we partner with hardworking professionals like you to prepare tailored financial plans built to meet your needs for today while thinking about tomorrow. We offer personal financial planning and modular financial consulting focused on addressing your specific needs.
Services
Julie is the President and a Client Wealth Manager at GW Financial, Inc. She joined Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the CERTIFIED FINANCIAL PLANNER designation. She and Glenn began succession planning after she passed the exam in early 2012.
Are you passionate about impacting your community? Your ability to thrive as an organization is largely dependent on the management of your finances. That's why we're dedicated to supporting associations like yours from the ground up by building a solid financial foundation. You and your fellow board members, employees and dedicated volunteers spend countless hours working toward a common goal.
Our independence means a lot to us, but we know we can't do it alone. That's why we're proud to align our practice with other industry professionals to best serve our clients. Brooklyn supports GW Financial, Inc. as a virtual paraplanner and coach.
Her designations include Certified Financial Planner, Certified Exit Planning Advisor(R), Chartered Financial Consultant(R), Certified Kingdom Advisor(R), and she is a NAPFA-Registered Financial Advisor.In her work, she believes that understanding client values and goals is the key to achieving financial autonomy.
Her designations include Certified Financial Planner, Certified Exit Planning Advisor(R), Chartered Financial Consultant(R), Certified Kingdom Advisor(R), and she is a NAPFA-Registered Financial Advisor.In her work, she believes that understanding client values and goals is the key to achieving financial autonomy.
Reviews
Be the first to review Glenn Woody Financial Consultants.
Write a Review
