The Right Balance For You
Achieving Balance in Business
Financial Ease of Mind

Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Glenn R. Smith

I am a husband, and father of five wonderful children. I love to serve and enjoy the outdoors.

I have been in the financial services industry since 1995. I have been a captive agent as well as an independent agent. I have owned a small agency and have trained others in the industry. My passion is Life Insurance; however, I am proficient in Health Insurance, Property and Casualty Insurance, and other types of insurance. I have a bachelor’s degree in Business Management with an emphasis on Entrepreneurship. Over the past several years, we have brought on bookkeeping, payroll, and tax preparation services into the services we provide. Our consultative services focus on helping our clients find money that is unnecessarily being spent, accounting for income and expenses appropriately, and helping you pay down debts and effectively build and grow your assets.

I love to serve others. I have been actively involved with the Boy Scouts of America as Assistant Scoutmaster, Scoutmaster, Unit Commissioner, and Assistant District Commissioner. As Scoutmaster I was responsible for up to 18 young men. I oversaw the calendaring and carrying out of events and made sure that our activities kept in line with the Aims of Scouting.

I have also been actively involved with local Rotary Clubs and have served in various capacities including President, Secretary, Treasurer, Executive Secretary, and Assistant District Governor, and have served on the Board for many years. I have been instrumental in bringing several service opportunities to our Club, many of which are self-sustaining, and have been instrumental in expanding Rotary in northern Utah County.