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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

      3 WAYS TO BRIDGE THE GENDER SAVINGS GAP

      3 WAYS TO BRIDGE THE GENDER SAVINGS GAP This post originally appeared on the National Life Group Main Street blog on 3/9. By Maria McLendon. When it comes to savings, the gender savings gap is huge. A recent study[1] indicated that women have 50% lower savings than their male counterparts. There are a number of reasons that this disparity exists, among these are that, on average, women earn [...]

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      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE We live in a high-tech world where information about all topics under the sun is available at our fingertips. We are moving toward self-service and automatic access to everything. You can look at your checking account balance on your phone; you can make dinner reservations with a couple of clicks, and you can confirm a dentist appointment [...]

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    • IRA BLOG

      Close is Not Enough When It Comes to the 10% Penalty

      A well-known quote attributed to baseball great, Frank Robinson, says “Close doesn't count in baseball. Close only counts in horseshoes and hand grenades.” In a recent Tax Court Case, David D. [...]

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      Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A

      This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty. As always, we recommend you work with a competent, educated financial [...]

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