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Our Guiding Principles

• To strive for and encourage complete honesty

• To be relentless and creative in finding solutions

• To serve the best interest of our clients through leadership

• To always think BIG, but to remain grounded

• To avoid the temptation to settle for small plans


Client Centered

Glass Financial Group was founded in 1982 with a mission to deliver immeasurable value in the form of peace of mind, promises kept, and dreams fulfilled. Since our founding we have remained true to our mission and guiding principles, and we believe that our independence has enabled us to be laser beam focused on the best interests of our clients. Whether a family or a business, our approach to financial balance and success remain the same, and is governed by the following financial philosophies:

  • Process is much more important than product
  • Liquidity, Use, and Control of capital is often more important that rate of return
  • Taxation must be considered in every strategy (particularly in the long term)
  • There should be balance between safe and at-risk funds
  • It is more important to avoid the losses than to pick the winners
View Our Helpful Guides Here

In everything we do, we believe in delivering immeasurable value in the form of peace of mind, promises kept, and dreams fulfilled.

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