Employer Sponsored Retirement Plan Products and Services:

Global’s experienced team designs and implements plans that will best suit your employees and organization. We will assist you in implementing fiduciary standards. We also provide the ongoing due diligence that can allow you to offer an appropriate mix of investment options. Global delivers investment due diligence, best practices, overall plan analysis, independent vendor search, as well as high- quality service and communications.
 

Individual Wealth Management

 

Overall Wealth Management Philosophy

• Our firm performs a confidential screening to determine your current financial status.

• Our firm helps you to establish financial goals and objectives.

• Our firm believes in creating a customized wealth management plan tailored to your specific goals and objectives.

• Our firm uses a detailed investment selection process to determine what the best products and services are for you.

• Our firm provides ongoing investment reviews to measure progress for each and every client.

 

Customized Wealth Management Plan

• Our firm utilizes research and screening software to optimize the opportunity to own the best performing investments and products.

• Our firm is dedicated to employing investment advisors who are Series 7, Series 66, and Life, Health, and Variable Annuity licensed.

• Our firm is insistent on providing you with the highest quality investments with the lowest costs. We are committed to disclosing all fees and costs.

 

Commitment to ongoing Advisor and Client Education

• Our firm is always using research tools, investment publications, and effort to continually stay cognizant of all of the latest investment trends and products.

• Our firm is focused on educating each and every client no matter how long it takes or how sophisticated the client is.