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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.
We developed the Retirement Roadmap Review process to help guide you along a path to and through retirement. In just a few easy steps, we learn your retirement goals and concerns, examine your situation and implement a holistic strategy that addresses all of your needs — from income and investments to taxes, health care and legacy. The Retirement Roadmap Review doesn’t just give you the answer to the aforementioned question; it also gives you the tools and confidence to pursue the life you envision.
What Clients Are Saying
“I feel very confident that my investments are secure and will be well managed by GWM. They are competent, communicate clearly and make you feel like part of their team.”
“I have been with this company seven-plus years. They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability and an ability to address my personal financial needs. Each staff member I have dealt with reflects these same values. They work very hard and keep their clients as their top priority.”
“Investing was never a strong point of mine. Most financial planners or managers want to show you how brilliant they are by bombarding you with market facts and/or jargon! I want to make my money work for me, and while I am interested in learning more, most want to overwhelm you with minutia. Global is different, they are client-focused and adapt well to your needs and present the necessary information plain and simple. If you want more information or detail, just ask. I have been a client for 18 months or so and am pleased with both their customer service and the earning on my dollar.”
“Excellent insight. In-depth fact-finding interviews, with options based on personal risk tolerance. Easy to get follow-up appointments to discuss market trends and possible adjustments to the plan. I would characterize the customer experience as superior. Have made several referrals and would so again, without reservation.”
These testimonials were given by a current client of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.
In the Media
Watch, Listen, Learn
Catch Global Wealth Management’s Grant Conness and Andrew Costa on TV and radio or read their latest book.