• Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • Retirement Savings Questions Answered by Global Financial Trust
  • A FEW WORDS ABOUT US

    We here at Global Financial Trust specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

  • IRA Blog

    5 QCD Rules You Must Know

    A Qualified Charitable Distribution (QCD) is way for you to move funds out of your IRA to a qualifying charity income tax free. Time is running out if you are interested doing a QCD for 2016. The ...

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    Boomers Want Technology Too!

    It’s no secret that millennials and other young workers today value technology in terms of helping them manage their financial affairs. However, the value that savers place on technology is not ...

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