What We Offer
At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Using our Retirement Roadmap Review process, our dedicated team of professionals can help you create a straightforward, tailored strategy that implements a variety of investments and insurance products and services to help protect what’s yours, reduce risk, grow wealth and direct you toward confidence and contentment.
What We Offer
At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Using our Retirement Roadmap Review process, our dedicated team of professionals can help you create a straightforward, tailored strategy that implements a variety of investments and insurance products and services to help protect what’s yours, reduce risk, grow wealth and direct you toward confidence and contentment.
Retirement Roadmap Review Process
Imagine what your ideal retirement looks like and explore what’s important to you.
HOW?
Assess Current Financial Situation
Clarify Future Goals
Examine your current financial situation, diagnose your current portfolio and determine your retirement income needs.
HOW?
Risk Analysis
Cost Analysis
Tax Analysis
Income Analysis
Social Security Analysis
Annuity Analyzer
Develop a custom strategy so you can take steps toward meeting your retirement goals.
HOW?
Income Plan
Investment Plan
Tax Plan
Health Care Plan
Legacy and Estate Plan
Discuss the details of constructing your retirement income plan and look to the future with confidence.
HOW?
Reiterate Structure of Plan
Reiterate Expectations
Review Accounts
Review Initial Statements and Website
Establish Regular Review Process
Implement Advanced Planning
Ready to Take the Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.