Why us? CANDOR, HONESTY
Clients come to Glover Wealth Management primarily for two reasons. They worry about not having the time or expertise to invest for themselves and they are concerned they may not have enough income to live comfortably after they receive their last paycheck.
Many families come to us expressing confusion and frustration with their existing plan because many advisors recommend systematically spending down savings and investments in retirement (the 4% rule) to fund retirement expenses. Clients have repeatedly expressed to us this type of plan leaves them uncertain about what lifestyle choices they need to make so they will not run out of money too early.
Glover Wealth Management views retirement planning differently. After 30 years of experience, we focus on investments that seek to preserve capital and may have the potential to steadily GROW income over time. We believe a successful retirement plan should reduce worry, ensure no compromise of lifestyle and no real chance of running out of money.
At Glover Wealth Management your family’s interests ALWAYS come first.
We would love to answer any questions or schedule a meeting. Please feel free to call us at our office on the left or send us an email using the form below.
This material is for informational purposes only and does not constitute a direct offer to buy or sell any investment. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.