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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

      The power and pitfalls of retirement savers' illusions

      The power and pitfalls of retirement savers' illusions Study finds that the format in which information is presented affects an individual’s perception of wealth (or poverty) A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of [...]

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      10 misconceptions about saving for medical care in retirement

      10 misconceptions about saving for medical care in retirement Retirement isn’t the only thing workers have trouble saving for; the other big gap in planning is health care. According to a Voya Financial survey, Americans just aren’t ready to pay for the health care they might need in retirement. Their estimates of what they might need are low—when they estimate them at all, that is—and[...]

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    • IRA BLOG

      Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag.

      Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag. This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions. As always, we recommend you [...]

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      One-Rollover-Per-Year Rule and Spouse Beneficiaries

      One-Rollover-Per-Year Rule and Spouse Beneficiaries Hopefully, by now everyone has heard that IRA owners can only do one IRA-to-IRA or Roth IRA-to-Roth IRA 60-day rollover in any one-year period. [...]

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