Bruce Glenn

Background

About Bruce Glenn

I provide comprehensive financial planning for individuals and families in all stages of their lives. I specialize in investment strategies not only to help ensure retirement preparedness but also to maximize wealth at any age. I also belong to a robust network and use these resources, to help individuals and families navigate the complexities of today’s financial landscape, including but not limited to, retirement planning, estate planning, business succession planning, long-term care, corporate stock, special needs trusts, college savings/529 plans, social security, Medicare supplements, and tax strategies. In addition to the private wealth services I provide, I also provide comprehensive solutions for investments, employee education, recordkeeping and plan administration. We also serve as advisors to many law firms. Within Rally Wealth and Benefits, I focus on advisor training, providing coaching and leadership to advisors as they develop their careers. When managing assets as a fiduciary, I act in the best interest of my clients. As a 401k practice, we embrace the 316, 321 and 338 Fiduciary levels. I am also the co-owner and founder of IBE, an independent consulting firm designed to provide the highest resources within the business community. I also co-founded the annual ‘Tee It Up For Charity’ golf tournament, which raises money to support local charities. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. Rally Wealth and Benefits 7500 College Blvd.#500, Overland Park KS, 66210