Financial Services by Elliot Glass Insurance

Published November 14th, 2022 by Timothy McGuire


An integral part of preparing for the future is protecting it. As your agent, I help you prepare for uncertainty and unknown.  Whether you outlive your retirement, pass away unexpectedly or become disabled, we have products that help protect the life you’ve built for you and your loved ones.


The key to successful retirement doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As your agent, I provide a variety of options that helps you prepare for your leisure years confidently without having to sacrifice your quality of life.


All business owners need financial and insurance options for themselves, their employees and ensure the future security of their businesses. I help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.


Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.


Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.


Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.


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