Global Wealth Management Client Resources


Your Retirement Roadmap Process THE GLOBAL WEALTH ADVANTAGE

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Investment & Money Management*

Retirement Income Planning

Estate Planning* (Trusts/Wills)

Tax Planning & Tax Returns*

Real Estate Brokerage Services*

Property & Casualty Home/Auto Insurance*

Business Insurance (Buy & Sell)*

1031 Tax Deferred Exchanges

Long-Term Care Insurance*

Home & Commercial Mortgages*

*Global Wealth Management has a strategic partnership with other experienced professionals and attorneys who can provide advice.

Want to learn more about the services listed above?

Schedule Your Next Client Review

We feel it is important to visit with our clients bi-annually to discuss and review their existing retirement plan and investment accounts with us in our office or via conference call. These reviews provide opportunities to answer your questions and assess the progress of your accounts in relation to your current plan.

Think about your personal situation throughout last year. How has it changed?

During our visit, we'll cover:

  • Lifestyle and health changes

  • Review of current beneficiaries

  • Review of financial and retirement income plans

  • Review of current investment products and overall investment strategy

  • Review current annuity products and their guarantees, income provisions, and index allocation options (if applicable)

  • Critical financial events and their potential effects on your retirement

  • Any additional insurance needs such as Medicare, long term care and life insurance

  • Estate and legacy-planning aspirations

  • Working with a strategic partner for a review of trust and will

  • Discussion of tax planning and tax-minimization strategies

Weekly Webinars

Are you concerned about market volatility and how it could affect your retirement plan? Join us every Friday at 11:00 am or 4:00 pm for the GWM Weekly Webinar to find out what happened in the economy and markets this week and strategies on how to navigate in this environment.

If you can’t attend a webinar, you can call in to our Weekly Market Update at 3 p.m. every Friday. Toll-Free: (530) 881-1212 and enter our meeting ID: 173-875-208 when prompted.

REGISTER FOR A WORKSHOP

You can bring a family member or friend. Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Global Wealth Management AMBASSADOR PROGRAM

Do you have a relative or friend who could benefit from working with us? Please fill out a referral form, so we can reach out to them.

By referring a friend or family member, you can reach Global Wealth Management’s Elite Ambassador status! Click here to learn more.

MONTHLY CALLS

Monthly REIT & Alternative Investment Update Call

Last Thursday of the Month at 10:00 AM

Stock Opportunity of the Month Call

First Monday of the Month at 4:00 PM

Join Our Monthly Conference Calls

Call into our Toll-Free#: (530) 881-1212 and enter our

Meeting ID: 173-875-208 when prompted.

To hear a replay after the call is completed

Call: (530)-881-1219  enter our

Meeting ID: 173-875-208

To listen to the most recent recording press the # key.

Read Our NEWSLETTERS

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