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Gleason Financial Group is a full-service retirement planning and financial advisory that is driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. How can we help you secure your financial future?


Financial Planning

Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling. One thing is certain; the future will come, regardless of whether we are financially ready or not. Gleason Financial Group can help you achieve your financial goals and will give you the…

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Retirement Planning

Baby Boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition as well as a focused plan. When creating your unique definition of retirement, take some time to imagine what your dream retirement lifestyle would be like. Then, consider these simple questions…

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The 5 Freedoms You Are Surrendering By Not Defending Your Assets

In this FREE report, I reveal 5 freedoms you may be sacrificing by not having a plan for your
financial future.

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From Our Blog

  • Look Out for These Six Holiday Scams
    Look Out for These Six Holiday Scams
    It is a busy time of year- for all of us and for scam artists. That’s why Joe Gleason from Gleason Financial Group was on KTAR – News/Talk 92.3 to talk about the six holiday scams we should be on the look out for: Rogue...
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  • Beware of The Affordable Care Act (Obamacare) Scams
    Beware of The Affordable Care Act (Obamacare) Scams
    The Affordable Care Act (Obamacare) has become a scam artist’s dream. The Federal Trade Commission and the National Consumers League say scammers are taking advantage of the program to trick unsuspecting people into divulging personal information and paying for fictitious insurance plans. Gleason Financial Group...
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  • 3 Strategies for Coping with Market Volatility
    3 Strategies for Coping with Market Volatility
    When markets are volatile, sticking to a long-term investment strategy can be a challenge. Gleason Financial Group has put together some articles to keep you informed during these uncertain times. Please continue reading to discover three practical strategies to help you keep your head during...
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