Mission Statement


Missions Statement

At Glavac Financial Planning Services, we build high-level trust relationships with our clients & their families by providing superior advice and value-added service through education and our relationship with strategic partners, so that we can help them reach their financial goals and dreams.

 

Philosophy

At Glavac Financial Planning Services, our investment philosophy has always been to keep long term goals and investment strategies in mind. Wealth is amassed over time. We believe that patience and a well prepared and implemented financial plan will always guide us to your goals and dreams.

 

Certified Financial Planner™ Mission Statement

Financial Planners Standards Council benefits the public and the financial planning profession by establishing and enforcing competency and ethical standards for financial planners who choose to hold the internationally recognized professional designation.