At Global Planning, we understand that wealth means different things to different people. That's why we offer a wide range of service choices to help you acquire wealth, use and enjoy it, protect it and pass it on. Financial planning helps you fulfill your ambitions. Our dedicated financial planning advisors can help you make informed decisions about your financial future. Whether you are planning for retirement, looking to grow your business or wishing to increase the value of your assets and income, we will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.
We specialize in the following strategic planning subject matters:
- Alternative Investments (AI) – At the end of the day we all just want to keep what we have, right? AI can provide significant opportunities essential in today’s economic environment. AI can provide low to non-correlated investment risk to your portfolio as compared to the traditional traded market stocks, bonds & mutual funds roller coaster ride of volatility. What does that mean? AI can help reduce volatility and increase total return. Not all AI choices are created equal and have varying degrees of risk and reward. We provide careful due diligence by screening suitable options matched to your specific income and portfolio needs. AI can help reduce cannibalizing your investment capital; provide diversification, sustainable income and preservation of wealth.
- Retirement Planning and Income Integration – Are you one who believes that retirement has become a myth? Whether you have accumulated your wealth as a business entrepreneur, corporate executive, family office, individual, physician, or inherited, etc.; you have specific goals and needs unique to you. Retirement and income integration involve many facets of your life stages pre and post retirement. Our Process – Discovery, Analysis, Implementation, and Maintenance will assist you in structuring a successful income and retirement blueprint.
- Asset & Investment Management - Tired of cookie cutter investment advice? Every client’s situation is unique and needs to be treated accordingly. We are truly independent and offer our clients strategic portfolio design specific to their criteria. We make our objective recommendations only after obtaining a thorough understanding of our clients’ current asset portfolio, goals, risk tolerance, and investment management experience or lack thereof.
- Business Development & Succession Planning – So you created a successful business, now what? Entrepreneurial innovation is the backbone of our economic system. A carefully planned enterprise and succession strategy is critical for sustainable wealth and preservation. Often times decades of hard work, sweat and tears goes into growing a prosperous business. Yet it can all be for nothing if an exit strategy is not cautiously designed far in advance of execution. As Financial Advocates and Wealth Managers we look beyond the cookie cutter planning techniques and implement strategic cutting edge solutions.
- Estate & Wealth Preservation Planning – Did you really accumulate the wealth in your life to pay even more taxes when you die? Planning for the disposition of one’s assets upon death offers significant advantages to all parties involved. We work with our clients and trusted professionals to help ensure their assets go to the people they care about most. Regardless of your net worth, there are a number of reasons why you should consider an estate plan. Proper financial and strategic planning will not only minimize estate taxes, can help maximize generational wealth transfer, and can relieve your heirs of unnecessary costs and stress.
- Risk and Tax Management – Have you protected your assets and wealth from unknown thieves including minimizing your liability to the IRS? By aligning an investment strategy with a tax strategy, the money saved from taxation can help fund a future goal. We work with our clients and trusted professionals to help minimize their taxes and help maximize their saving opportunities for both the short and long term. Asset protection strategies and proper insurance planning can provide you confidence and peace of mind by protecting against life’s uncertainties and risk exposure.
- Insurance Planning – Proper insurance planning can provide confidence by protecting against life’s uncertainties. We work with our clients to safeguard themselves, their beneficiaries, and their assets against premature death, disability, or a decline in health.
- Corporate Retirement Plans – An appropriate corporate retirement plan has numerous benefits. We work with businesses to develop the most suitable plan to maximize corporate profitability by retaining valuable employees and providing tax deductions.
- College Planning – The costs of a college education are continuing to rise. Sending a child to college is invaluable, but takes proper planning. We work with our clients to ensure they’re ready when their children and grandchildren are.
Find out more about our financial planning and investment services, please contact us and we will be in touch with you as soon as possible.