Stephen T. Glasgow

Financial Consultant

Stephen T. Glasgow partnered with Foundation Financial Concepts in 2018 as an Investment Consultant to help with client education and to provide portfolio analysis. Mr. Glasgow worked with high net-worth investors as a VP/Financial Consultant & Educator through the Charles Schwab Wealth Planning & Education team in Boca Raton, FL as well as Faculty & Staff of Florida State University, University of TN, and Murray State University. Mr. Glasgow has a passion for educating clients and to see investors of all types experience true success with their portfolios and financial goals.

You can click this calendar link https://calendly.com/s-glasgow for a free 30 min confidential consultation regarding:  

  • Ways to Invest Along Side the Next Generation of Trailblazers
  • Pro-Active Investment Strategies to Help Protect and Take Advantage of Up, Down, & Sideways Markets
  • How Repositioning Investments Can Potentially Clobber Taxes and Boost ROI
  • Ways to Delegate Real Estate Investing for Tax Favorable Retirement Income
  • How We Work with CPAs to Custom Design Your Small Business Retirement Plan & Help Maximize Tax Efficiency
  • How to Use Life Insurance to Help Protect Your Surviving Spouse & Children from Major Social Security Shortfalls
  • Action Plans for Busy Dads to Protect Their Family’s Financial Future
  • How to Use Insurance to Protect Your Earning Power from Unforeseen Disability
  • Using Our Independent Insurance Networks to Compare the Best Life & Health Insurance Rates

click this calendar link https://calendly.com/s-glasgow for a free 30 min confidential consultation

Licenses:

- 0215 Life Insurance, Health, Variable Annuity (State of Florida  #E018025) (State of KY #329763)
- FINRA Series 7 General Securities
- FINRA Series 66 Investment Advisor Representative  

We can provide information and education, but not give tax, legal, or Social Security advice.  We are not affiliated or endorsed by the Social Security Administration.  Consumers should seek guidance from their tax or legal advisor, or the Social Security Administration regarding their particular situation. While Certain Strategies can be used to limit investment losses, there are no guarantees and risks remain for successful implementation.

Phone Florida 561-300-4855 / KY 270-551-9480