View Your Global Wealth Management Accounts Online
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 of 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
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.
Join Our Ambassador Program
Many of our clients want to share the financial confidence they've gained with friends and family - we strive to make it as easy as possible with our Ambassador Program.
Helping Those Who Help Others
We believe in building strong, connected communities, which is why we are proud supporters of several charities working with our South Florida neighbors.
Our Trusted Partners
We have strong relationships with several local businesses allowing us to pass savings on to our clients looking for:
CPAs, Mortgage Lenders, Realtors, Home & Auto, Estate Planning
Global Wealth Management may receive compensation from the sale of identity theft services.