When it comes to retirement income planning, Glen is determined, confident and experienced. Having 20+ years in the financial services industry, Glen focuses on retirement income planning and wealth-transfer strategies for his clients.
Attentive and creative, Glen prides himself on the good communication skills and hard-working personality he brings to his business. That kind of work ethic leads to mutual respect—and satisfied clients.
As founder of Wantje Financial, Glen is committed to keeping his clients informed every step along the way during the planning process. By working together before and during a client’s retirement, you’re given the ability and insights to make necessary changes as needs shift and life evolves.
Glen is adamant Wantje Financial maintains an independent, non-restrictive approach to retirement income planning because then he can implement the right strategies for his clients without corporate interference or influence. That independence allows access to the best possible products, and having been in the business since 1998, Glen has seen many clients’ retirement income plans develop into exactly what they wanted. It gives him the utmost satisfaction to realize that the strategies they developed together are flexible by design and able to handle change, regardless of what the future may hold.
Outside of the office, you’ll find Glen enjoying the outdoors, especially doing some hunting or fishing. He also likes to travel to new places as much as he can and enjoys spending time with his wife Beth, their two children, Rex and Grace, and Maverick, their black lab.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Wantje Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.