Global Wealth Management Client Resources
Your Retirement Roadmap Process THE GLOBAL WEALTH ADVANTAGE
*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
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.