TrueWealth Financial Partners

Glenn and his team are awesome. We are just starting out and don't have much of a portfolio, but Glenn and Patrick went out of their way to help us out, took plenty of time to get to know our needs, put together a detailed set of guidelines in multiple areas tailored to our specific circumstances, presented it to us in a way that put our minds at ease, and explained it in depth along with educational information about investment types and long-term retirement planning. They far exceeded our expectations - highly, highly recommended!

Very well! Glenn Rossman is easy-going, knowledgeable, and genuinely interested in how he can best guide us in our financial planning. We would certainly recommend him to anyone who asks.

My wife and I started going to Glenn and Patrick for advice two years ago as we were preparing to retire. I thought we would both be OK financially when we retired, but I was worried that I may have missed something essential. We also wanted to move our two 403b accounts to something more diversified and lower cost than what we were invested in. They looked at our budget and confirmed that we would be just fine financially. They also helped us roll our retirement funds into lower cost and more diversified accounts. In the last two years they have advised us on potential future expenses as well as helped us re-balance our portfolios. They are genuinely concerned with our long term financial well-being. We are very confident in their handling our finances. We plan on continuing to work with True Wealth Financial Partners.

We have been going to Glenn and Patrick for advice for over 3 years. Wanting to retire in 10 years it's important how we plan for that today. Both Glenn and Patrick have answered all of our questions in ways we can easily understand. It's obvious to us they're concerned about what our long term and short goals are. We are very confident in their abilities to handle our finances. We plan on continuing to work with True Wealth Financial Partners long after we both retire.

FANTASTIC!!! Glenn is awesome!!! Not only does he take the time to make sure you fully understand what he can do for you and your investments but he takes the time to understand YOU and your needs and goals then works to put in place plans to support those. He checks in regularly to see if things for you have changed and to go over how things are progressing with your investments. I highly recommend him!! And if you're a Boeing employee, he knows the Boeing stuff inside and out!

Kyle was extremely personable and educated when it came to my financial needs. He presented a clear plan to help me reach my financial goals. Kyle spent time getting to know me and my priorities before ever offering any advice. I am so excited that I discovered Kyle and his team and recommend him to all my friends and family. Do yourself a favor and reach out to True Wealth; you wont regret it.

Very informative about financial services and planning for my retirement. Easy to communicate with. Highly recommended.

Glenn has been instrumental in making my retirement planning into a reality when I retired last summer. He is knowledgeable, personable and has a hands-on in his approach in working with me as a client, which is what I wanted in a financial advisor. He has helped me reach my financial goals for planning my financial future with quarterly face-to-face meetings. I plan to continue to work with Glenn.

Glen is professional and friendly but best of all he is expert in the various stock portfolios on Wall Street and customizes what your needs are and not using a "canned" approach which many financial advisors do. The Boeing VIP is like another 401k plan that will provide me with additional investments and money to use when I retire so his expertise in how to fund my VIP has been instrumental as to when I can retire earlier than the 65.5 YO versus what the best time is for me. I have sent many of my Boeing colleague's his way and many were able to retire sooner than they had originally thought. You cannot go wrong with TrueWealth and Glen helping you find the best plans and investments that suit your own unique needs. Glen gets an A+ from me!

Glen Rossman is an exceptional highly motivated financial planner. As a longtime customer of Mr Rossman I can tell you without hesitation that he is thorough as a financial planner. Committed to excellent guidance, pays close attention to the market and current events, and helps to keep you on track by checking in from time to time on your goals. Through Glen's commitment of careful planning my husband and I were able to retire much earlier than originally planned and we are now very happily retired all thanks to Glen. He is a very knowledgeable, dedicated planner that was instrumental in helping us achieve our goals. Whether you are seeking to establish some goals or set yourself in better financial status for retirement or simply get those questions finally answered and set yourself on a better financial path, Glen Rossman can put your mind at ease and you won't regret working together to achieve those goals. We are very proud to have had the opportunity to work with him and highly recommend him. Thanks so much Glen! Michael and Cindy Jones