About Glenmore Financial, Inc. …Taking the Worry Out of Your Financial Future Is Our Only Goal
Do want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
We get asked a lot of times what makes us different and I always refer to two specific characteristics. One, we combine tax and financial planning. Many times, tax professionals only look at the hard numbers and financial planners only look at the long-term goals and investments. Our practice is set up to combine strategic tax planning and preparation with holistic, comprehensive financial planning. The second characteristic that separates us from other "financial advisors" is that we are a fee-only firm. This means that we do not receive any commissions or referral fees of any kind. The only compensation we receive is directly from the client. We act as a consumer advocate and financial coach for those that hire us to be their trusted financial advisor.
When you work with us, you can expect:
- Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
- All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
- Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
- Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
- The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.
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Biographical Information - Donald W. Hance, EA, CFP®
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Donald W. Hance, EA, CFP®, has been providing financial advice to both individuals and small business owners for nearly 35 years. He served as Vice President at Union Bank of California for 14 years and as Senior Vice President at Wells Fargo Bank for 20 years. During that period, Mr. Hance held a variety of positions, including managing four different full-service bank branches in the Los Angeles area, managing a region of 20 branches and 400 employees, supervising a Priority Banking department for high net worth clients and overseeing the bank’s small business marketing efforts. All of these assignments allowed him to work with hundreds of clients over the years… with the primary objective of providing the best financial solutions to each one.
In 2007, Mr. Hance founded Glenmore Financial, Inc., a fee-only financial planning firm located in Pacific Palisades. The firm specializes in working with clients by providing customized, comprehensive and holistic advice to help each client achieve their unique definition of financial success. As an independent registered investment advisor, Mr. Hance is not limited to the products offered only by one firm – rather he can use the entire universe of financial products and allied professionals to create the best solutions for each client’s needs. And, as a “fee-only” financial planner, he promises to place each client’s interests first. As a result, there are no sales of products that result in commissions or other rewards – forms of compensation that create potential conflicts of interest.
Mr. Hance is a member of the National Association of Personal Financial Advisors (NAPFA), a 1,700 member national organization committed to providing fee-only financial services. He is also a member of the Financial Planning Association (FPA), the largest organization of financial planners in the country. Mr. Hance serves on the Board of Directors of the Los Angeles Chapter of FPA, where he is currently communications director and President-elect for the chapter.
Mr. Hance has been a CERTIFIED FINANCIAL PLANNER™ since 2001. He received a Professional Designation in Personal Financial Planning from UCLA in 1999 and has been a California Tax Education Council approved tax preparer since 2003.
Mr. Hance graduated with an MBA from Pepperdine University in 1977 and a BS degree in Finance from the University of Southern California in 1975. He is also a graduate of the Pacific Coast Banking School at the University of Washington.
Mr. Hance is a 25-year resident of Pacific Palisades. He, and his wife Barbara, have three children: Donald, Jr., a senior at USC; Douglas, a junior at Georgetown University; and Catherine, a junior in high school. His hobbies include watching sports (especially USC football), reading (especially investment and finance publications), and playing paddle tennis at the beach.
Would you worry less with a professional fee-only financial advisor on your side?
Contact us to learn more about the financial strategies that will help you achieve your goals.
