Your Financial Prosperity Starts With The Right Vision
Professional tax preparation,financial planning/coaching, debt elimination and financial wellness services for individuals, companies, and churches in the metro area.
Tax Preparation and Financial Services Welcome to Gleeton Group LLC
Welcome to Gleeton Group LLC, your one-stop-shop for all your tax preparation, financial planning/coaching, and retirement planning, portfolio design and debt elimination. . We pride ourselves on providing high-quality, accurate, and reliable services to individuals and businesses of all sizes. Our team of professionals are dedicated to helping you navigate the complex world of taxes and finances while providing personalized service and support.
Whether you're a small business owner, self-employed individual, or a retiree, we specialize and have the expertise and experience to help you save money, avoid penalties, and maximize your deductions. We pride ourselves on helping educators plan for retirement, save on taxes and we have a commitment to providing the best possible service to our clients. Feel free to reach out to us when you’re ready to get expert help for your finances.
Our Services Tax Preparation & Financial Planning for Individuals and Businesses
Tax Preparation
We help individuals and businesses navigate the complex world of taxes, and provide personalized service and support to help save money, avoid penalties and maximize deductions.
Whether you're a small business owner, self-employed individual, or a retiree, our tax preparation service is tailored to meet your specific needs. We take the time to understand your unique situation and provide personalized service and support.
We can help you with everything from preparing and filing your federal and state tax returns to identifying tax-saving strategies and retirement planning for the future.
Financial Coaching
When you work with us, you will know that our advice is based on your needs and goals, with a plan designed with what is best for you! We do not design our financial plans based on product sales and commissions!
Likewise, We will customize a plan to eliminate your debt using Dave Ramsey’s principles. We focus on your “WHY” factor and develop a payment plan with a target date to be debt-free. We monitor the progress monthly and change the plans, if required.
Will and Power of Attorney
We offer affordable Wills and Powers of Attorney in every state at an affordable price.
Having a will and power of attorney documents is important because it provides protection for your assets and relieves loved ones of the burden of making critical decisions without guidance.
The power of attorney provides protection during your lifetime, while the will provides protection after your death. Appointing an attorney you trust to manage your affairs is a useful way of ensuring what’s in the will is available to your loved ones.
Financial Wellness
We provide comprehensive financial wellness services and education. We provide tools for budgeting, saving, and planning for the future.
We provide Financial Educational content including courses, and Financial training, and also great tools and apps. Lastly, we offer One-on-one and group coaching, and lectures for small to large businesses, churches, and other groups.
Experience the Difference Why Choose Gleeton Group LLC?
We provide exceptional financial coaching and planning services to our mid-south community at a great affordable cost. With over 20 years as a financial planner and tax expert, we can help each customer reach their financial goals and become financially free. Our process starts with a free consultation, where we talk and get to know about you and your needs to see if our services would be a good fit for you. If we agree to work together, then we start the process of helping you reach your goals by providing great service and advice using our tools and knowledge to target all areas of your finances.
Expertise
I have over 20 years as a financial advisor and coach, educator, and technologist. I have worked as a stock broker and advisor for Ameriprise Financial, Waddell and Reed, and John Hancock. As an experienced coach and advisor, I help my clients reach their goals. By using my experience and the knowledge and principals taught by Ramsey financial coaching master training , I help all of my clients reach goals and become financially free.
I know from experience that getting your finances in order leads to peace in life. This is my goal for each of my clients. If you truly want to make changes in your life, and do better financially, reduce debt, grow wealth, then we can work together.
Personalized Service We take the time to understand your unique situation and tailor our services to meet your needs.
Attention to Detail
We pride ourselves on our attention to detail, ensuring that your taxes and financial records are accurate and up-to-date.
Reliability
We provide high-quality, accurate and reliable services that you can count on.
At Gleeton Group LLC, our mission is to provide professional, efficient, and personalized financial services to individuals and businesses. We strive to stay up-to-date with the latest technology and tax laws, in order to deliver accurate and timely services. Our dedicated team of professionals is here to guide you through the process, answering any questions you may have, and providing support along the way. We are committed to delivering the highest level of service, earning our clients' trust through our 100% satisfaction guarantee.
Maximize your tax savings with our expert preparation and filing services. We'll help you find every deduction and credit you're entitled to, so you can keep more of your hard-earned money.
"I have always had great advice and help when I needed it. I have saved on taxes with the advice from them and started a great retirement plan because of the great recommendations ." He is very great advisor and coach. He has helped me save thousands of dollars. "
—Felicia E.
"Mr. Gleeton of Gleeton Group LLC prepared my retirement plan and I'm extremely pleased!! He was professorial, knowledgeable and very prompt. I have seen great growth because of his knowledge of investing! If you want do better with your money, contact Mr. Gleeton.
— Kym W.
"They have always had great advice and help when I needed it. Mr. Gleeton will work to help you save, invest, and answer any questions for you with great information."
Felicia C. Finance Secretary
"I've been using Gleeton Group LLC for my tax preparation and financial planning needs for the past 2 years and they have been a lifesaver. They were able to help me identify tax-saving strategies and create a plan to achieve my financial goals. The team is highly knowledgeable, friendly, and always willing to answer any questions I have. I highly recommend them."
— Jason W.
"Mr. Gleeton has been my advisor for many years. He is very reliable and knowledgeable. If you want to retire right, get this book, all of his knowledge and advice is in it. "
— Delia Y.
Librarian
" I'm extremely pleased with the tax work and financial planning that is done for me! Mr. Gleeton called me this year and told me about a $10,000 grant that I could get! A little paperwork and 2 months later I had it! I highly recommend Gleeton Group LLC."
— Shelia C.
"Mr. Gleeton has helped me save and invest for several years and provides financial coaching for my family. I'm extremely pleased with his advice and knowledge. From taxes to investment advice, Mr. Gleeton has been a blessing to me. He takes care of his clients, and tells them what they need to know.
— Chandra C.
Get in Touch
Give us a call or send us a message using the form below.
