About Us
For more than 20 years, we have proudly served families in their quest for financial peace and prosperity. Founded by Todd Glime, a seasoned expert in wealth management, our firm's rich history is built on a foundation of trust, integrity, and an unwavering dedication to our clients' best interests.
Tailored Solutions for Your Journey
At Glime Wealth Management, we understand that your financial journey is unique. Our range of services is designed to address the specific needs and aspirations of couples in their pre-retirement and retirement years:
Retirement Planning: As you approach retirement, meticulous planning becomes essential. Our team of experts works collaboratively with you to create a comprehensive retirement strategy tailored to your aspirations. We focus on maximizing retirement income, optimizing investments, and ensuring that you can enjoy the retirement lifestyle you've worked hard for.
Estate Planning: Preserving your legacy and ensuring your loved ones are taken care of requires strategic estate planning. Our estate planning services encompass wills, trusts, and beneficiary designations that align with your wishes. We help you navigate the intricacies of estate tax, wealth transfer, and charitable giving to ensure a lasting legacy.
College Funding: Supporting your children's or grandchildren's education is a cherished goal. Our College Funding strategies are designed to help you plan for education expenses while maintaining your own financial security. We explore savings options, financial aid, and tax-efficient strategies to make higher education attainable without compromising your retirement goals.
Client-Centric Approach
Our approach is centered around you—your goals, aspirations, and concerns. We believe that every client's financial journey is unique, and we take the time to listen, understand, and craft strategies that align with your vision of a secure and fulfilling retirement.
Community Involvement
As members of the community we serve, we are committed to making a positive impact beyond finance. We actively support local initiatives and charitable causes that contribute to the well-being of our community, reflecting our belief in holistic wealth that encompasses both financial success and community betterment.
Experience Your Ideal Retirement
With Glime Wealth Management, you're choosing a partner that understands the intricacies of retirement planning, estate planning, and college funding. Our decades of experience, client-centric ethos, and dedication to excellence have helped countless families navigate the path to financial freedom and fulfillment. Contact us today to embark on a retirement journey that aligns with your dreams and aspirations.