GET YOUR FEET WET
We are excited to share with you Global Wealth’s Management’s new “Get your Feet Wet” program where it allows you to establish a relationship with our firm and build trust over time while working with us to develop a retirement plan that works for you and your unique situation.
We understand entrusting someone with your life savings can be scary, that’s why we started “Get Your Feet Wet”. It allows you to start small, experience the benefits of having a financial advisor on your side, all without the commitment of entrusting a large portion of your nest egg with a new financial advisor.
HOW IT WORKS
STEP 1
Set up an introductory “Get Your Feet Wet” virtual or phone meeting with us.
STEP 2
Open a Get Your Feet Wet account (minimum $25,000).
STEP 3
Experience the benefits of being a Global Wealth Management client including taking advantage of other discounted financial services such as tax services and enjoy access to complimentary workshops and events.
STEP 4
Meet with us bi-annually to evaluate your account's performance and determine any long-term relationship with our firm based on your experience.