Trusted Financial Advocate
Balancing Experience with Knowledge and Wisdom for over 30 years.
We ask the questions necessary to identify what is most important to you. We dedicate the time necessary to get to know you and understand your dreams and specific needs through our approach, compassion, insight, and expertise.
By understanding your life and where you would like to go, we integrate our holistic approach and services to provide you with True Wealth Management. We are proactive; always sourcing new financial opportunities to support you with valuable, sustainable and relevant planning options.
Knowledgeable, Proactive, and Trustworthy are just a few of the advantages to having Global Planning working as your Advocate. Additional benefits include:
- A totally flexible tailored service designed to suit your personal needs and lifestyle.
- Personal unbiased Life Advisor focusing on what you value most in life - family, friends, happiness, making a difference, etc.
- Connecting all the pieces in your life’s puzzle.
- We serve as a sounding board as you consider tough decisions.
- We are a resource for guidance and information.
- We provide support for your family when you cannot be there for them.
- If you have multiple advisors or managed accounts, as your Advocate we help you make sense of all the chatter and information. We track and help you manage all your accounts in one online location through your own personal financial website Wealth Management System.
- We advocate on your behalf first. Our goal is to be your planning partner for life.
Contact us and get started today!