“Having attended different seminars/talks on retirement and social security given by various companies, Matt's was the best presentation of all, hands down! It was very clear. He was patient and answered all questions of every attendee. Because I had been to several of these presentations over the past 2 years, Matt's direct and calm demeanor and comprehensible examples on the subject, inspired me to set up an initial consultation with him the next week. After the consultation, it confirmed for me that Glass Wealth Management was a match for me, and Matt was my guy to help me navigate the convoluted waters in preparation for social security and retirement! I left that meeting wanting to ensure that this company was worth helping me to plan my future financial landscape. So, I researched, him, the company, its parent, partnerships, and licensing before the next meeting. All checked out with the background investigation. So, I returned. Subsequent meetings were chock full of valuable information. I took notes and pictures so that I could study and return to the next meeting with any questions needing clarification. Matt was patient and answered everything, sometimes needing to explain a few things twice. I'm sure a couple of times I had so many questions that it made him late for his next appointment. I just completed my final meeting with Matt, and all is set up. We'll have "tune-up" meetings annually or after life events. As they say, when you know, you know, that was my feeling and IS my experience here in finding them. The knowledge, experience, and competence of Glass Wealth Management is exemplary!!!”

“Very knowledgable, professional, kind and answered all my questions- no question was to small! I highly recommend!!!”

“Matt has been nothing short of amazing as our Financial advisor he has gone above and beyond to make a smooth transition into retirement for us and to secure our future. He is a very caring and knowledgeable in the financial world and continues to educate himself as well us as his clients.”

“We feel incredibly fortunate to have met Matt Glass and engaged Glass Wealth Management for our financial and retirement planning needs. Matt brings a wealth of knowledge, a personable approach, and a dedicated focus on ensuring all our concerns and needs are thoroughly addressed. His comprehensive understanding allows him to craft a tailored financial strategy that aligns seamlessly with our personal retirement goals, providing us with immense peace of mind. Matt's meticulous attention to detail is evident as he clearly explains the intricacies of financial planning, social security, and tax mitigation strategies. Through a series of detailed meetings and in-depth information gathering, it becomes abundantly clear that our savings are being managed with the utmost care and expertise. He thoughtfully aligns our financial plan with our risk tolerance, ensuring that we have the necessary income now and in the future, while also providing the additional financial protection we seek as we transition into retirement and beyond.”

“I met Matt at a seminar he gave at the local library. I had pretty much been on my own in investing and saving for retirement, and as I get closer to retirement realized I was going to need professional advise. I have met with Matt a few times and he has laid out a plan for my finances and retirement. He is great at explaining things and answering questions. I only wish I had met him sooner.”

“Matt is knowledgeable and professional. Very talented in explaining the plan and the risks involved in various scenarios that were run. His recommendations from the "crystal ball" (Monte Carlo simulation) put us at ease and instilled confidence we were in good hands. I especially commend his straightforward demeanor and communication that while no plan is 100% bullet proof, this plan is as close as it gets. Traits: Honest, pragmatic, confident, polite, trustworthy, good listener...and NOT like a used car salesman.”

“Matt Glass offered a free Social Security seminar to the community. After attending, I learned a lot of new information. He also looked at my state retirement along with social security and gave me excellent free advice. Matt has MANY financial certifications and is, obviously, extremely intelligent. If you’re looking for an honest, smart person to help you manage your wealth, I couldn’t recommend Matt more highly.”

“ Very knowledgable, professional, kind and answered all my questions- no question was to small! I highly recommend!!!”

“We met with Matt Glass and he was extremely patient and answered all of our questions. Matt reviewed what we have at the current time and compared it to our retirement goals and reassured us that we are headed in the right direction. THEN he came out with a loan payoff tool. We were amazed how much of a difference it would be to put as little as $25 per week could help us pay off our mortgage loan in half the amount of time that we were looking at. On our way home that evening we already had it planned out to do this. That will mean our home will be paid off a year or two before we retire. Amazing advice! Matt was very pleasant and having him validate our plan and offer even more strategies to enhance our retirement wealth was icing on the cake. Thank you, Matt!”

“Before talking to Matt, I felt paralyzed to make any decisions about my financial future. After talking to Matt, I felt a big relief. He showed me a strategy that I could easily implement.”