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Our Process
Your Retirement Roadmap Review
“Do I have enough, or do I have a problem?”
That question — or some version of it — is what concerns just about everyone who walks through our doors.
At Global Wealth Management, we simplify the complexities of retirement planning with our signature Retirement Roadmap Review. Our process is designed to ease your concerns by providing a clear and comprehensive strategy. We evaluate your retirement goals, assess your current financial standing and craft a personalized plan that covers everything — from sustainable income and investments to tax strategies, health care and legacy. This approach equips you with the guidance and confidence needed to enjoy a secure and fulfilling retirement.
Download our featured guide
Are you paying too much in taxes in retirement?
This eight page guide was created for you to better understand how taxes could affect your retirement income, including the different types of retirement accounts, why tax laws are ever-changing, and options for tax deductions in retirement.
In the Media
Expert Insights, Always Within Reach
Grant Conness and Andrew Costa of Global Wealth Management share their financial expertise across TV, radio and print to help you take charge of your retirement story.
Watch “The Global Wealth Show” at 6:30 a.m. each Sunday on CBS4 WFOR.
Listen to “The Retirement Planning Show with Global Wealth Management” at 9 a.m. each Saturday on 610 AM WIOD News Radio.
Learn how to navigate your retirement journey by reading “Charting Your Financial Course,” which addresses Social Security, tax efficiencies, long-term care and a host of other retirement issues.
About Global Wealth Management
Your Pursuits Are Our Passion
Since 2009, our co-founders, Grant Conness and Andrew Costa, have been driven by a clear purpose: to bring simplicity, confidence and clarity to the complexities of retirement planning.
Global Wealth Management’s mission is to empower clients with personalized strategies that safeguard their future and help them achieve their dreams. Our passion goes beyond retirement planning. We’re deeply connected to our South Florida community, supporting local charities and sharing in the joys of those we serve.
Every plan we create is inspired by your unique goals, reflecting the trust and personal care defined by the vision and mission that Grant and Andrew had when they first opened our doors.