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

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      Financial Services

      Financial Services

      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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      Insurance Services

      Insurance Services

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

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    • Global Financial Trust TV Spotlight

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      Global Financial Trust TV Spotlight

      Global Financial Trust TV Spotlight

      Global Financial Trust TV Spotlight

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    • WEEKLY NEWSLETTER

      Heavy Reliance on Social Security for Income Stream, A Solution Provides Guaranteed Lifetime Income The story of saving for retirement today has two key factors: the industry you are in and your company size. Newly released retirement-readiness scores show workers in two blue- and gray-collar fields, Engineering and Protective Services, are better prepared for retirement compared to all workers [...]

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      April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial professionals. According to survey results from the Indexed Annuity Leadership Council, when seeking information or advice about finances and money, 42 [...]

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    • IRA BLOG

      Question: I was curious if a Roth conversion of post-tax money from an IRA is subject to the pro rata rules if the IRA owner also owns a SIMPLE IRA?  Is the SIMPLE excluded from the calculation?[...]

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      One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the [...]

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