Our Services

Tax Preparation

At Gleeton Group LLC, we understand that tax preparation can be a complicated and stressful process. That's why we offer a comprehensive tax preparation service to help individuals and businesses navigate the complex world of taxes. Our team of professionals is up-to-date on the latest tax laws and regulations, and we have the expertise to help you save money, avoid penalties, and maximize your 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 Planning Services

Financial Planning - A plan without a goal is a map; it can tell you where everything is, but it won’t tell you where you should go. If you don’t already have a goal in mind, we can help you set one. Goals are typically short-term (less than five years) or long-term (over five years). We recommend alternative savings methods for short-term goals, but managed investments are a great financial method to achieve your long-term goals. Examples of long-term goals include: Saving for retirement, Saving for child’s college expenses,
First home purchase, and Leaving an inheritance for children/grandchildren

Debt Elimination - 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.

Advice with no product sales attached - many financial advisors and insurance agents offer advice attached to the sale of products like insurance policies, annuities, and investment funds are directly related to their sales and income. Our advice is not product sales based. We offer advice and coaching without the pressure of trying to sell you anything.

Financial Wellness

Financial wellness is crucial for a stable and fulfilling life. Our services, and resources empowers your employees and members to achieve financial security, reduce stress, and reach their goals. Take control of their finances and experience the peace of mind that comes with financial well-being. For years, top-tier financial advice has been limited to the wealthy. We aim to change that by offering you the same quality of advice, specifically designed with your needs in mind.

Learn More

Investment Portfolio Planning

The Vulcan Way
Absurdly Logical,Simple, & Ridiculously Powerful Investment Strategy

Get your personalized investment/retirement plan that will help you grow your wealth.

This is a simple and powerful investment strategy that will help you grow your wealth. The Vulcan Way, was developed with research and analysis from over 20 years. We utilized the power of AI to back test the strategy and ensure that it is designed to beat the S&P 500 return and also provide diversification and long-term growth. It's the complete use of mathematical logic that makes this strategy so successful. All you have to do is implement it and let it grow over time.

Tax Planning

At Gleeton Group LLC, we understand that saving on taxes and planning for retirement with less taxes can be a challenging task for businesses and individuals in and near Memphis. That's why we offer a comprehensive tax planning strategy service to help our clients navigate the complex world of taxes and minimize their tax liability. Our team of professionals is up-to-date on the latest tax laws and regulations, and they have the expertise to help you plan for the future and stay compliant.

Our tax planning service is designed to help our clients save money, avoid penalties, and minimize their tax liability. We can help you with everything from identifying tax-saving strategies, to preparing and filing tax returns, to resolving any tax-related issues that may arise. We can provide you with advice on how to minimize your tax burden. We can work with you to establish a tax plan that meets your specific needs and goals, and ensure that you stay compliant with all tax laws and regulations.

Budgeting & Debt Reduction

At Gleeton Group LLC, we understand that budgeting and debt reduction is crucial to financial planning is an important aspect of achieving your long-term financial goals. That's why as a Dave Ramsey Certified Financial Coach, we offer a comprehensive budgeting and debt reduction service to help individuals and businesses in Memphis and surrounding areas plan for their future. We are highly skilled in financial coaching and has the expertise to help you understand your current financial situation, set financial goals, and create a plan to achieve them.

Our budgeting and debt reduction service is designed to help you make the most of your money and achieve your financial goals. We can help you with everything from creating a budget and savings plan, to investing for the future, to planning for retirement. We can also help you with insurance and estate planning, and provide you with advice on how to minimize your tax burden. We can work with you to establish a debt reduction plan that meets your specific needs and goals, and ensure that you stay on track to achieve them.

Get your taxes done right.

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.

Schedule A Consultation