Master Your Financial Fall Line
Precision retirement planning for high-achieving families and established professionals navigating life’s complex slopes.
You’ve built the life. Now, let’s preserve the legacy.
Welcome, I’m Derrick Glencer. As a CERTIFIED FINANCIAL PLANNER® practitioner with over 20 years of experience, I specialize in guiding families through the most complex stage of their financial journey.
Based in the heart of Downtown Birmingham, my fee-only practice is designed for families/individuals in their peak earning years-those seeking a clear, controlled path into a meaningful retirement. Whether you are balancing the needs of a multi-generational family, optimizing complex compensation, or seeking to capture Tax-Alpha through advanced planning, I help provide the technical expertise and personal partnership required to stay on track.
The Guide’s Promise
In every client relationship, I commit to three core outcomes:
- Clearing the View: I help reduce the "whiteout" of mid-life complexity by providing a clear, data-driven map for your family’s future.
- Sharpening the Strategy: Using advanced tools like Holistiplan, we identify "Tax-Alpha" to increase the probability of your long-term success.
- Funding the Adventure: Your wealth should be the engine for the life you want to lead—from local traditions to global explorations.
Equipped for the Journey
Executive & Professional Strategies: Navigating RSUs, Deferred Comp, Structured Settlements, and concentrated positions with precision.
Advanced Tax-Planning: Optimizing your wealth using Holistiplan to find the "Alpha" in your tax return.
Retirement Income Architecture: Crafting a sustainable "paycheck” designed to fund your lifestyle and your legacy-including Charitable Giving, QCDs and Donor Advised Funds (DAFs)
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