Your Retirement Roadmap Process
The Global Wealth Advantage
*Global Wealth Management is not licensed to buy or sell real estate. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
Global Wealth Management may receive compensation from referrals to third-party professionals.
Want to learn more about the services listed above?
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
Are you concerned about market volatility and how it could affect your retirement plan? Join us every Friday at 11 a.m. 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.
Monthly REIT & Alternative Investment Update Call
Last Thursday of the month at 10 a.m.
Stock Opportunity of the Month Call
First Monday of the month at 4 p.m.
Join Our Monthly Conference Calls
Call 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 and enter our Meeting ID: 173-875-208. To listen to the most recent recording, press the # key.
Global Wealth Management may receive compensation from the sale of identity theft services.