Investment Planning
   


Doug Cole, Portfolio Manager, is a Certified Financial Planner. Doug creates customized portfolios and actively follows both the market and your investments. Doug is also a Registered
Representative with AIG Financial Advisors, Inc.
 
John Glass, President of Glass Financial, focuses on Estate and Insurance planning for individuals, families and businesses. John is a Charter Life Underwriter and Charter Financial Consultant. John is also a Registered Representa- tive with AIG Financial Advisors, Inc.

Charlotte Williams

Administrative Assistant

Jacque Zimmer
Office Manager

We feel this kind of individual and group commitment is essential in achieving our clients' financial goals - your goals!

We'd like you to think of us as your 'dream team', a team that is individually and collectively striving to help you achieve the financial success you desire.

Twenty years of dealing with the financial markets has taught me many lessons— the most important lesson--the market always changes. My goal is to help my clients benefit from those changes. I do this by anticipating market changes, identifying the opportunities they present, and then capitalizing on those opportunities.

"Individual commitment to a group effort, that is what makes a team work, a company work, a society work, a civilization work."
-- Vince Lombardi


 

Securities offered through AIG Financial Advisors, Inc., member NASD, SIPC and a broker-dealer member of American International Group, Inc. (AIG). AIG Financial Advisors, Inc. is a wholly owned subsidiary broker-dealer member of AIG. Investment Advisory Services offered through Glass Financial Services, Inc., a registered investment advisor not affiliated with AIG Financial Advisors, Inc. or AIG.

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Securities offered through AIG Financial Advisors,Inc., a registered broker/dealer,member NASD/SIPC.
Investment Advisory Services offered through GLASS FINANCIAL SERVICES,INC.,
a registered investment advisor not affiliated with AIG Financial Advisors,Inc.

Copyright 2005 Glass Financial Group