Client Center
Welcome to the Client Center!

Our Events
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Gleason Group | September – December ’20
Stay Tuned...
Client Links
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How Can We Help?
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Let’s Get Organized
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The Client Experience
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Our Commitment to You
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Client Expectations
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5 Steps to Financial Fitness
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Questions to Ask Your Financial Advisor
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Client Life Cycle
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Creating a Budget
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Online Access Tutorial
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Aggregating Outside Accounts
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What Can I Store On The Vault?
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Vault FAQ’s
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Vault Quick Reference Guide
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Monthly Statement Guide
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Sample Performance Review
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Goal Planning | Visualize Your Future
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Privacy, Security & Account Protection
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Our SEC Form ADV
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Privacy Notice
Library
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Dear Parents: It Doesn’t Matter Where Your Kids Go To College
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Viktor Frankl | Man’s Search for Meaning
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Dunn & Norton | Happy Money
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James Latham | Essentialism
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Simon Sinek | Start With Why
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Randy Pausch | The Last Lecture
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Jim Collins | Good To Great
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Tony Hsieh | Delivering Happiness
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George S. Clason | The Richest Man in Babylon
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Richard Branson | Life is Not a Journey to Retirement
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Jack Bogle | Character Counts
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Johan Norberg | Progress
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Mitch Anthony | The New Retirementality
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Matt Ridley | The Rational Optimist
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Malcolm Gladwell | Blink
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Malcolm Gladwell | Outliers
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Joseph Michelli | The New Gold Standard
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Malcolm Gladwell | The Tipping Point
Resources
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2020 Key Tax Numbers
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2020 Key Numbers (Comprehensive)
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2020 Medicare Information
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Calculator Center
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S&P 500 Return Calculator
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What is Financial Life Planning?
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The Value of an Advisor
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5 Reasons to Avoid Multiple Advisors
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The Fiduciary Difference
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Saving & Investing
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Income & Distributions
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Tax-Efficient Strategies
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Preparing for Retirement
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Life in Retirement
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Family Planning
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Education Planning
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Estate Planning
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Family Advisory
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Business Succession
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Charitable Giving
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Social Security
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Medicare & Medicaid
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Long Term Care
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Trust Services
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Risk Management
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Life Insurance
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Disability Protection
Regulatory Disclosures
Video Vault
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Steve Jobs | Stanford Commencement Address
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Barry Schwartz | The Paradox of Choice
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Randy Pausch | The Last Lecture
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Allen Watts | Your Life is not a Journey
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Graham Hill | Less Stuff, More Happiness
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Steve Jobs | Secrets of Life
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Steve Jobs | Failure
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Steve Jobs | Apple’s Core Values
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Apple | Think Different
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Denzel Washington | Aspire to Make a Difference
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J.K. Rowling | Harvard Commencement Address
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Denzel Washington | Penn Commencement Address
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Jeff Bezos | Princeton Commencement Address
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Admiral William McRaven | Austin Commencement Address
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Schlomo Benartzi | Saving for Tomorrow, Tomorrow
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Dan Gilbert | The Surprising Science of Happiness
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Angela Lee | The Key to Success? Grit
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Chip Conley | What Makes Life Worthwhile
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Cameron Herold | Raising Kids to be Entrepreneurs
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Daniel Pink | Understanding Motivation
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Jim Valvano | Don’t Ever Give Up
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Simon Sinek | How Great Leaders Inspire Action
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Chick-fil-A | Every Life Has a Story
Newsletters
- Year End Planning | December 9, 2019
- Inverted | August 15, 2019
- Will You Outlive Your Money? | July 1, 2019
- Money Never Sleeps | May 23, 2019
- Spring Into Financial Literacy | April 24, 2019
- 2018: A Year in Review | January 25, 2019
- Is It Different This Time? | December 22, 2018
- Buy American. I Am. | December 17, 2018
- Thanksgiving Reflections | November 20, 2018
- Market Update – Our Thoughts | October 24, 2018
- The End of the World…Ten Years Later | September 14, 2018
- Happy Labor Day Weekend! | August 31, 2018
- Mid Year Update | July 6, 2018
- Kids & Money | June 8, 2018
- Happy Derby | May 3, 2018
- Game Plan for a Market Panic | April 2, 2018
- Market Update | February 5, 2018
- Looking Back on ’17 | December 27, 2017
- Heading Into Year End | October 27, 2017
- The Richest Man in Babylon | September 2, 2017
- Fearing a Market Crash? | August 18, 2017
- Back to School! | August 4, 2017
- Mid-Year Market Update | July 14, 2017
- Party Like It’s 1776 | June 30, 2017
- Wild Week | May 19, 2017
- Creating A Bucket List | April 14, 2017
- Looking Ahead to ’17 | January 6, 2017
- Goodbye 2016 | December 22, 2016
- Team Spotlight: Lindsay Schneider! | December 8, 2016
- Happy Thanksgiving | November 23, 2016
- Introducing Lindsay Schneider! | November 17, 2016
- Fearful, Pessimistic? I’m Grateful | November 3, 2016
- Investing & Politics – Special Election Edition | October 14, 2016
- Medicare Review | September 29, 2016
- Team Spotlight: Gavin Gleason | September 2, 2016
- Team Spotlight: Andrea Gleason | August 19, 2016
- Time For Reflection…& a Beverage | July 15, 2016
- Team Spotlight: Diane Johns | July 8, 2016
- Brexit Update- Market Panic Edition | June 24, 2016
- Summer of Discontent | June 23, 2016
- Introducing Instant Screen Sharing | June 9, 2016
- A More Fulfilling Life | May 20, 2016
- Vault Is Now Available | May 13, 2016
- Diane’s 7 Year Anniversary! | April 15, 2016
- Enjoy the Holiday Weekend! | March 24, 2016
- The End of the World…Not | March 4, 2016
- 1099 Tax Forms Are Now Available! | February 16, 2016
- Market Got You Exhausted? | February 11, 2016
- Let’s Get Organized! | January 25, 2016
- Special Market Panic Edition | January 20, 2016
- 2015 Recap & Looking Ahead to ’16 | January 7, 2016