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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

      1 in 4 workers have less than $1,000 saved for retirement

      1 in 4 workers have less than $1,000 saved for retirement You're not alone if you have next to nothing saved for retirement. But that doesn't mean you're in good company. Almost one-quarter of workers said they and their spouse combined have less than $1,000 saved for retirement, according to a report from the Employee Benefit Research Institute. Nearly half of everyone surveyed said they had [...]

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      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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    • IRA BLOG

      Rothification?

      October 16, 2017
      Rothification?

      Rothification is a term that is being tossed around a lot as tax reform takes center stage in Congress. What does Rothification mean? Proposals vary but, basically, it’s the idea of eliminating tax [...]

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      Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

      This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and trusts. As always, we recommend you work with a competent, educated financial advisor to keep your [...]

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