You can think of a financial plan like the blueprint of a house. Before you build your home, you map out details such as the rooms’ structures, window sizes, and how many floors you want, among other items. Every detail should fit your needs and lifestyle. With a clear plan in place, the architect can bring your home to life.
We will work with you to personalize your financial plan to your unique life. From there, we build your plan to reflect your short and long-term financial goals.
- How much risk should I take in order to safely reach my goals?
- Where do I have gaps in my retirement-income planning?
- Am I protecting my investments with tax-appropriate strategies?
- Will I have enough money to support my children or grandchildren’s education?
- What obstacles are holding me back?
Glenwood Financial Partners is an independent financial advisory firm located in Raleigh, NC that is committed to comprehensive High-Net-Worth solutions.
Advisory services offered through Eudaimonia Partners LLC, an SEC registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.