We offer our SMART 4 Wealth Planning Process to all our clients and we can provide all our services to you in the comfort of your home. The process focuses on five essential strategies that can construct the optimal financial plan: retirement income strategies, investment strategies, healthcare strategies, tax strategies, and legacy strategies.

We believe that what sets us apart from other wealth advisory companies is that we are client-focused. We’re a fiduciary financial firm which means we hold ourselves to a higher standard of care. We are bound by duty and by our own ethics to put our clients’ interests above all else in everything we do. We also have “upside-down mountain” thinking, which means we help people look at their finances with a new perspective that allows them to transform their financial futures.

Digital Wealth Advisor

Financial Planning from a Distance

These past few years have brought change to the way all of work and do, well, just about everything, including financial planning. Looking Glass Insurance Solutions recognizes the fact that many of our clients may prefer “digital wealth advisors”, and we’re meeting the challenge head-on.

We can serve you wherever you are. There’s no need to come into the office, we can do everything remotely. We offer clients digital alternatives to access their financial wealth advisors.

Though many advisors are beginning to or have returned to their offices, many clients are still reluctant to leave their homes or just love the convenience of meeting from the comfort of their homes.

Though we are open for in-office appointments, we can set up digital appointments and meet you from home or wherever you happen to be. We can help you update your retirement plans, get you back on track, or even help you stabilize and prepare for the next catastrophic event should it ever happen.

Why Us?

Are you ready to get started? Call us at 888.500.2126 to set up your free wealth discovery meeting. We can meet you remotely or in person to help you plan your future in a convenient and safe manner.