Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
- We identify the values and beliefs most important to you and your family.
- We establish a clear set of short & long-term financial goals based on your values & beliefs.
- Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.
A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.
Some of our Financial Services include the following, but not limited to:
- 403B / 457 Not for Profit Set Up
- Asset Protection
- Charitable Giving
- Estate Planning
- Fixed Indexed Annuities
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- Lifetime Income Planning
- Retirement Income Planning
- Safe Money Options
- Social Security
- Wills, Trusts, Estates
Global Financial Trust
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Your Retirement Specialist
Global Financial Trust
welcomes you to our Web Site. Our goal is to provide the viewer with a basic understanding of some subjects we specialize in. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients.
At Global Financial Trust we look for the highest yields available to help our clients meet their retirement needs. We research the institutions and their products to make sure they are financially sound. Because we are an independent and an extremely diversified financial planning firm, we are not limited to any one organization and/or product thus allowing us to tailor our client's retirement investments to accommodate their individual wants and needs. Very simply, we are a financial planning firm whose loyalty is always with our client's best interests and not with any one institution.
With over 70 years of combined experience, Global Financial Trust is uniquely poised to service your safe, secure, guaranteed and insured retirement investment needs. With greater returns and a higher level of personal service, we invite you to give Global Financial Trust the opportunity to be your financial planner.
Phone: (616) 956-9900