At Gleason Financial Group, we aim to be your one-stop source for financial planning and to accompany you through all of life's financial transitions. Our team takes the time to learn about your personal and business goals and works to ensure your financial success now and in the future.
Whether you are an individual looking to plan for retirement, a parent or grandparent wanting to save for a child's college education, or a business person looking for the investment options you need, we can help you.
Call or visit us today. We'll put on a pot of coffee, pull up a chair, and get to work helping make your dreams reality.
Our clients are the reason we exist and the reason we love our work. Some of those clients go three generations deep. We truly enjoy the relationships that are created as we see our clients through all the ups and downs that come with life's financial transitions.
We are independent advisors and as such we don't have to reach monthly sales quotas or promote financial products that our clients don't need. At Gleason Financial Group, strong and long-lasting relationships are important, and it's always our goal to earn a positive referral.
At Gleason Financial Group, we pride ourselves in being financial fiduciaries and we always put the clients' best interests above anything else. We only work with financial partners who have been carefully vetted and who meet our high-standards for quality and reliability.
Life has many seasons and here in the Midwest, where many of us have ties to farming and rural living, it's easy to divide life into four phases: a time to prepare, a time to plant, a time to grow and a time to harvest. However, life, and farming, aren't so simple, and transitions can come at us pretty fast.
No matter where you are in life, Gleason Financial Group is here to help you make the best financial and investment decisions. We've weathered a few of life's transitions ourselves and we're familiar with the challenges that many families and business owners face. Let's be honest: life is uncertain. Wouldn't you rather face it with a trusted advisor at your side?
Make MY Plan!
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.