Global Wealth Management Client Resources

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Schedule Your Next Client Review

We feel it is important to visit with our clients biannually in our office or via conference call to discuss and review their existing retirement plan and investment accounts. 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 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

Schedule an Appointment

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.

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Global Wealth Management may receive compensation from the sale of identity theft services.