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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.
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      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

      What Are the Different Types of Annuities?

      April 6, 2017
      What Are the Different Types of Annuities?

      What Are the Different Types of Annuities? Fixed vs. Variable Annuities In a fixed annuity, the insurance company guarantees the principal and a minimum rate of interest. In other words, as long as the insurance company is financially sound, the money you have in a fixed annuity will grow and will not drop in value. The growth of the annuity’s value and/or the benefits paid may be fixed at a [...]

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      5 QUESTIONS TO ASK BEFORE PURCHASING AN INDEXED ANNUITY

      March 30, 2017
      5 QUESTIONS TO ASK BEFORE PURCHASING AN INDEXED ANNUITY

      5 QUESTIONS TO ASK BEFORE PURCHASING AN INDEXED ANNUITY Indexed annuities offer a unique and attractive blend of safety, growth potential, tax advantages, lifetime income and liquidity. But, it’s important to understand the terms of your individual contract. Here are some questions you can ask your insurance agent before signing on the dotted line. 1) How long is the term? Review the term [...]

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    • IRA BLOG

      Roth Conversion, Pro-Rata Rule, and Rollovers: Today’s Q&A Mailbag

      April 19, 2018

      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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      How Much Can a Stretch IRA Be Worth?

      April 18, 2018

      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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