Global Financial Services: Is a complete financial planning company specializing in safe retirement investment options and retirement income planning. We excel in providing our clients with exceptional client service and implementing the most cutting edge financial planning strategies available. I have over 20 years of experience in the wealth management, retirement and financial planning industry.
I pride myself on offering my clients excellent client service and specialize in asset preservation strategies and lifetime income planning options.
I pride myself on offering my clients excellent client service and specialize in asset preservation strategies and lifetime income planning options.
Services
Wealth management should encompass more than rates of return and "what did my account do last year?" True wealth management uses a holistic approach and matches the needs and goals of the investor to appropriate plans, services, and products.
Important details critical to wealth management that are often overlooked include tax implications, tax efficiency, draw down exposure, the purpose of tax diversification, and a clearly defined exit strategy.The number one concern amongst Americans age 55 and over is running out of money in retirement.
Important details critical to wealth management that are often overlooked include tax implications, tax efficiency, draw down exposure, the purpose of tax diversification, and a clearly defined exit strategy.The number one concern amongst Americans age 55 and over is running out of money in retirement.
What makes annuities so popular? Annuities are products that can be useful for retirement planning because they offer a blend of protection from market risk*, credited interest, tax deferral, lifetime income and a death benefit. We know when it comes to choosing insurance products; protection from market risk is an issue to consider.
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