Our Services

At Gleason Financial Group we feel it is vital that our clients understand that every provider of financial services, even their bank, gets paid for financial services and products. Unlike other providers, however, we also feel that our clients should have a choice in how they pay for services.

We also are adamant that our clients understand the where, what and how much when they invest. In that respect we are pleased to offer clients the choice of either fee-based services and products or commission-based products. The choice belongs to the client.

Our services include:

Comprehensive fee-based Financial Analysis and Planning
In-depth Asset Allocation and Analysis
Managed Accounts
Tax Planning
Estate Planning
Retirement Planning
Tax Planning
Education Planning
1031 Tenants In Common and Delaware Statutory Trust Exchanges
Stocks, Bonds, Mutual Funds, ETFs and UITs
Life/Disability/Long Term Care Insurance
Charitable Gifting Planning
Real Estate Investment Trusts
IRAs, SEPs and SIMPLEs
401(k) Plans for Small and Medium-sized Businesses
Health Savings Accounts for Individuals and Small Businesses