Showing results for "planning"
Our family office offerings deliver a fully integrated, comprehensive analysis of your financial landscape, encompassing your balance sheet, estate plan, and investment strategy. This collaborative endeavor involves a synergistic partnership between you, your Global Adviser Wealth Manager, and, upon your request, your legal and tax advisors. This holistic approach ensures that every facet of your [...]
It’s never too early to begin thinking about your legacy or to design your estate plan. Estate Planning Your legacy transcends money—it also encompasses your values. A plan is an important part of your ongoing financial goals. Trust and Estate Planning is an integral part of our Three-Phase financial planning process, which analyzes all areas [...]
Our firm delivers a comprehensive suite of financial planning services, addressing all facets necessary to manage and enhance your wealth effectively. Our financial planning encompasses a detailed strategy for retirement, education funding, budgeting, and cash flow management. We are dedicated to constructing a plan that is not only robust but also flexible, ensuring that it [...]
In the dynamic world of small businesses, financial planning is not just a practice but a cornerstone of sustainability and growth. With limited resources and high competition, small businesses must strategically manage their finances to ensure steady cash flow and revenue growth. This 650-word article delves into the importance of financial planning for small businesses [...]
Audience: Small Business
Platform: Business Solutions, Financial Planning Services, Business Planning
In 2023, the concept of early retirement continued to gain traction, especially among younger generations aspiring to achieve financial independence at an earlier age than traditional retirement benchmarks. However, transitioning to early retirement requires meticulous financial planning, disciplined saving, and strategic investing. From a financial planning perspective, early retirement hinges on several key factors: savings [...]
Platform: Investor Education, Planning for your retirement
At Global Advisers, we understand the complexities and challenges of preparing for the rising costs of college education. Our comprehensive financial planning services are tailored to help families and individuals navigate this crucial phase with confidence and ease.
Platform: Investor Education, Planning for college, College Planning
Video Tune in and subscribe to our YouTube Video Channels and stay up-to-date on current economic and financial news and events. Watch videos youtube.com/@yourfinancialplan
Audience: All
Divorce Planning Empower your fresh start with well-prepared divorce planning. Empower your fresh start with well-prepared divorce planning. Navigate your divorce with confidence. Our expert planning services provide clarity, security, and a path to a fresh start. Get Started Discover Divorce Planning at Global Advisers Our divorce planning services provide critical financial [...]
Audience: Personal Investors
Estate Planning Preserving wealth and shaping your family’s financial future. Preserving wealth and shaping your family's financial future. Empower your financial legacy. Our services safeguard assets, reduce tax burden, and guarantee a seamless transfer to secure your family's future. Get Started Discover Estate Planning at Global Advisers Discover Estate Planning at [...]
Audience: Personal Investors
Retirement Planning Securing Your Tomorrow, Today – Your Retirement Planning Partner. Securing Your Tomorrow, Today – Your Retirement Planning Partner. Solutions to help you optimize your retirement Get Started Discover Retirement Planning at Global Advisers Retirement planning services offer a comprehensive approach to securing a financially stable future post-employment. Expert advisors employ [...]
Audience: Personal Investors
College Planning Global Advisers College Planning – Empowering Dreams, Shaping Futures. College planning is the roadmap to a future where dreams become degrees. Explore our college planning services and learn more about how we can help you plan for college and beyond. Get Started Discover College Planning at Global Advisers Discover [...]
Audience: Personal Investors
We develop financial plans for people who want to meet their financial needs today and plan for future goals. Each plan is uniquely tailored to your financial planning goals and objectives.
Audience: Personal Investors
How well you can manage your money in retirement begins now, with a sensible retirement income planning strategy tailored to your individual needs and goals.
Audience: Small Business
Take control of how your assets and wealth are managed, establish and secure your legacy, and prepare for what comes next with estate planning services.
Audience: Small Business
We follow strict guidelines when preparing something as important as your financial plan.
Platform: Financial Planning, Investor Resources
Our Managed Philanthropy services are an integral component of our family office offerings, designed to deliver strategic advisory solutions tailored to your charitable aspirations. Understanding that philanthropy is a reflection of your values and legacy, we work closely with you to articulate and achieve your philanthropic objectives. Our approach involves a thorough analysis of potential [...]
In the dynamic landscape of family office services, we recognize that as your personal circumstances and objectives evolve, so too will your taxation and estate planning requirements. Regularly scheduled meetings are pivotal in maintaining the alignment of your financial strategy with your changing needs. These sessions serve as opportunities to revisit the foundational insights garnered [...]
Our family office services are meticulously designed to safeguard not just your financial assets but also the values you wish to pass on to future generations. Embracing an integrated planning approach, we address the core aspects of legacy management including family dynamics, wealth transition strategies, asset protection schemes, and the meticulous planning of business succession. [...]
At the outset of our engagement, we undertake a meticulous initial review, encompassing preliminary due diligence on your balance sheet and existing estate strategy. This phase transitions into a comprehensive discovery process, where we delve into understanding your goals, concerns, and aspirations across a spectrum of critical areas, including tax planning, legacy building, wealth transfer, [...]
Life insurance stands as a cornerstone in the arsenal of estate planning tools for investment and wealth management clients, offering a versatile solution to protect income and secure a legacy for heirs. This financial instrument is pivotal not just in providing for beneficiaries in a tax-efficient manner but also in addressing the unique challenges of [...]
For clients navigating the complexities of investment and wealth management, annuities offer a strategic complement to their retirement planning portfolio. As contractual agreements with insurance companies, annuities guarantee a stream of income for life, a cornerstone of financial stability in retirement. These financial instruments are designed to supplement, rather than supplant, other retirement savings vehicles, [...]
Investing for retirement is a meticulous process that necessitates a clear goal, a strategic approach, and optimal asset allocation. The cornerstone of retirement investing is the establishment of well-defined objectives, including the desired retirement age and the financial resources required to sustain a comfortable lifestyle. With these goals in place, formulating a strategy becomes the [...]
Transforming retirement savings into a consistent and reliable income stream is a complex endeavor that requires strategic planning and astute investment choices. The crux of this challenge lies in crafting an investment portfolio that not only preserves capital but also generates sufficient income to support your retirement lifestyle, all while mitigating risk. Initiating this process [...]
Individual Retirement Accounts (IRAs) are pivotal in strategic financial planning, offering a less taxing avenue to secure one's future. Traditional and Roth IRAs, while both serving the purpose of facilitating retirement savings, diverge in their tax treatment, providing flexibility to cater to different financial situations and goals. Traditional IRAs offer tax-deferred growth, meaning contributions may [...]
Core Target Date retirement accounts embody a strategic investment approach tailored to align with a specific retirement year, making them an essential tool for investors aiming for a precise retirement timeline. These funds automatically adjust their asset allocation, transitioning from aggressive to more conservative investments as the target retirement date approaches. Initially, the focus is [...]
In retirement planning, adopting an integrative approach is crucial. It involves creating a strategy that not only focuses on financial elements but also incorporates lifestyle, health, and long-term objectives, ensuring a well-rounded retirement plan. Central to this is building a diversified investment portfolio tailored to an individual's risk capacity and tolerance. Diversification across various asset [...]
In the complex and ever-evolving world of finance, managing substantial wealth demands not only the highest level of expertise but also a bespoke approach tailored to the unique needs of each individual. At Global Advisers, we understand that your wealth is not just an asset but a legacy that holds the potential to shape the [...]
Platform: Private Wealth Management
At Global Advisers, we recognize the unique complexities of managing wealth. We offer a suite of services crafted to cater to the distinct needs of our discerning clientele. Our Investment Management service is the cornerstone of our offerings. We believe in creating bespoke investment strategies that are meticulously aligned with your individual risk tolerance, investment [...]
A good college plan is a road map that can guide you through school to college, advise you and what to do, and track your progress throughout the process. It begins by creating a plan that defines your educational needs. Are you planning to help your children, grandchildren, or another child close to you with [...]
In 2023, employee retirement plans faced market volatility and regulatory changes, benefiting from tech integration and a focus on ESG investing.
Audience: Employee Retirement Plans
Platform: Employee Retirement Plans
Global Advisers is determined to change, improve, and optimize finance for personal investors. We provide a wide range of financial services and solutions to a diversified client base that includes personal investors, corporations, organizations, and endowments.
Audience: All
Although there is still time before the 2023 deadline, many Americans should think about optimizing their financial strategies, so as to avoid overlooking a crucial opportunity of making last-minute Individual Retirement Account contributions. Making these contributions can not only bolster retirement savings but also provide significant tax advantages, making it a wise move for [...]
Platform: Podcast, MoneyBriefings
Video Tune in and subscribe to our YouTube Video Channels and stay up-to-date on current economic and financial news and events. Watch videos youtube.com/@sustainableinvesting
Audience: All
Videos Select a video topic Watch now Wealth Management Financial Planning Services Sustainable Investing Family Office Services Charitable Account Services The Wealth Channel [...]
Audience: All
Life Events Life’s journey is marked by memorable and transformative events that shape us. Life's journey is marked by memorable and transformative events that shape us. Financial planning is the compass guiding individuals and families through life's events, ensuring financial security and achieving meaningful goals. Get Started Discover Financial Planning at Global [...]
Audience: Personal Investors
Sometimes other people in your life need some help. Where we add value: Tailored Financial Support Advice: Delivering personalized, ongoing guidance for effectively supporting a loved one or parent financially. Strategic Long-Term Planning: Focusing on long-term financial planning to ensure impactful and sustainable assistance. Structured Financial Support Planning: Assessing effective methods of financial assistance. Considering [...]
Giving to charity is rewarding. Managing your donations is another matter. Where we add value: Personalized Philanthropic Guidance: Our Managed Philanthropy Services offers specialized, ongoing advice for impactful charity donations, tailored to your values and financial situation. Strategic Charitable Giving Planning: Emphasizing the importance of strategic planning for enhanced effectiveness and fulfillment in philanthropy. Philanthropic [...]
Investors have a lot to think about. Life insurance should be one of them. Where we add value: Personalized Financial Planning for Life Insurance: Providing custom, ongoing investment advice to financially prepare for life insurance coverage. Long-Term Financial Strategy for Insurance Premiums: Utilizing strategic, long-term financial planning to ensure affordability and alignment of life insurance [...]
A trust provides legal protection for your assets and ensures those assets are distributed according to your wishes. Where we add value: Tailored Trust Establishment Guidance: Offering specialized, ongoing advice for creating and funding a trust, customized to your specific needs. Strategic Long-Term Investment Approach: Focused on strategic, long-term investing as the foundation for accumulating [...]
Taking unnecessary risks with the money you have set aside for your home can delay your financial growth. Start now with the right type of account. Where we add value: Personalized Home-Buying Investment Advice: Delivering custom, ongoing guidance from the start, focused on your goal of homeownership. Long-Term Saving and Investment Strategy: Emphasizing the importance [...]
The thought of saving for college tuition is daunting. The afterthought of not saving for it can be devastating. Where we add value: Personalized College Savings Advice: Providing specialized, ongoing investment guidance tailored to your college saving goals. Long-Term Investment Approach: Advocating for a strategic, long-term investment strategy to accumulate funds for education. Dedicated College [...]
Health Savings Accounts(HSA) are one of the many ways you can manage health care costs. Where we add value: Tailored Healthcare Financial Guidance: Providing expert, ongoing advice customized to manage healthcare expenses effectively. Strategic Healthcare Cost Management: Developing strategies for healthcare cost management and insurance optimization. Comprehensive Financial Strategy for Healthcare: Incorporating health savings accounts [...]
Tackle student loan debt with smart strategies and a sound investment and savings plan. Where we add value: Tailored Student Loan Repayment Support: Delivering dedicated, ongoing guidance specifically designed for your student loan repayment journey. Customized Repayment Strategies: Creating personalized repayment plans that align with your financial goals and lifestyle, focusing on efficiency and debt [...]
No matter what the current rate of interest is on your credit card debt, if it’s higher than zero, it’s too high. Where we add value: Personalized Debt Reduction Guidance: Offering expert, ongoing advice tailored to your specific needs for paying off credit card debt. Strategic Repayment Plans: Focusing on strategies that prioritize high-interest debts [...]
Emergencies are a fact of life. Planning for them can dramatically reduce the stress associated with job loss or catastrophe. Where we add value: Customized Emergency Fund Strategy: Delivering expert, ongoing guidance from the outset, tailored to the creation and optimization of your emergency fund. Prudent Saving and Strategic Allocation: Emphasizing the importance of careful [...]
If you’re thinking about retiring early, make sure you have a plan, a strategy, and the right outlook on the future. Where we add value: Tailored Early Retirement Guidance: Providing personalized, expert investment advice from the beginning, aligned with your early retirement objectives and financial situation. Long-Term Investment Focus: Advocating for focused, long-term investing as [...]
Investing for retirement begins with a goal, a strategy, and the right asset allocation. Where we add value: Personalized Retirement Investment Guidance: Delivering expert, ongoing advice from the start, specifically tailored to your retirement aspirations and financial circumstances. Long-Term Investment Strategy: Emphasizing the importance of disciplined, long-term investing as the foundation for a successful retirement [...]
Converting your retirement savings into a steady stream of income is challenging. Selecting the right mix of investments is a good place to start. Where we add value: Customized Retirement Income Strategy: Offering expert, personalized guidance from the outset, aimed at enhancing your retirement income, with a focus on including bonds and preferred stocks as [...]
The thought of saving for college tuition is daunting. The afterthought of not saving for it can be devastating.Where We Add Value:Personalized Advice: Tailored specifically to your family's unique educational goals and financial situation from the start.Strategic Long-Term Planning: Focused on maximizing educational savings and minimizing future debt through forward-thinking investment strategies.Comprehensive Management: Oversight of [...]
Reward your employees with investing and retirement benefits. Your brand will thank you for it. Where we add value: Tailored Retirement Plan Guidance: Providing professional, ongoing investment advice from the outset, customized to the organization's and employees' unique needs. Long-Term Investment Philosophy: Belief in the critical role of strategic, long-term investing for a secure retirement. [...]
Whether you’re saving for college, retirement, or a major life event, establishing a long-term investment plan makes sense. Where we add value: Many people want to invest but are unsure where to begin. From the first conversation, we provide professional ongoing investment advice that is highly customized to your unique situation. Personalized Advice: Offering [...]
Family Office Services Helping you navigate the complex, multigenerational challenges of managing significant wealth. Explore Family Office Advisory Services Planning Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict [...]
You have a goal. We have an account to help you reach it. Learn more about IRA and Retirement, Brokerage, Small Business, UGMA and Custodial accounts, 529 Plans, and accounts for Trust and Estate Planning.
Audience: Personal Investors
What if we told you that altruism is something that needs to be managed?
Audience: Personal Investors
Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.
Audience: Personal Investors
Secure your future with precision, tailored retirement solutions designed for enduring stability, prosperity, and fulfillment in your later years.
Audience: Personal Investors
Our Family Office Advisory services help you navigate the complex, multigenerational challenges of managing significant wealth.
Audience: Personal Investors
Your questions help us understand your financial goals, and our answers help you to achieve your long-term objectives. We provide comprehensive private wealth management solutions for individuals and families of significant means. You’ll receive an exceptional level of service and the insights and resources needed to help you achieve your goals.
Audience: Personal Investors
Global Advisers Wealth Management offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
Audience: Personal Investors
No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.
Audience: All
Building wealth is challenging. Protecting it is important. We partner with businesses to develop a customized wealth protection plan that manages the risks facing most investors.
Audience: Small Business
Our trustee services help you easily manage and consolidate your assets, prepare for the distribution of your assets after your death, and decide how your assets are invested.
Audience: Small Business
Other than the safety of your family, there’s nothing more important than protecting the well-being of your business. Our service introduces you to insurance options that make sense for your specific business needs.
Audience: Small Business
Your personal values matter. Does your investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
Audience: Small Business
Integrating charitable giving into your overall investment plan optimizes your strategy and develops a strong legacy for your entire family.
Audience: Small Business
A Personal Defined Benefit Plan helps self-employed and small business owners save aggressively for retirement by allowing you to make very high contributions.
Audience: Employee Retirement Plans
A CRA (also known as a “pension trust”) holds your plan’s assets, gives you expanded investment options, and lets you access custom retirement planning tools, research, and resources.
Audience: Employee Retirement Plans
Global Advisers understands the complexities of business ownership and can support you through every stage by working together to define your goals and help your business thrive.
Audience: Small Business
For businesses with excess capital, a business investment account allows you to invest in the global financial markets. You can select to manage the account yourself or apply for a professionally managed account.
Audience: Small Business
For businesses seeking stable income and cash flow from their investment capital, fixed income may offer a good solution or possible tax benefits.
Audience: Small Business
Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.
Audience: Employee Retirement Plans
Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.
Audience: Small Business
Businesses have unique financial goals that require strategy, perseverance, and planning.
Audience: Small Business
Low-fee investing options for businesses covering all asset classes, sectors, and industries.
Audience: Small Business
Galleon Core accounts are for investors who seek a low-fee option to invest in the stock, bond, and commodity markets, and do not seek additional services such as financial or estate planning, wealth management services, managed philanthropy, or retirement planning. Investors in need of these types of services should contact us to talk about [...]
Keeping your assets with multiple organizations can make it difficult for your heirs to manage your estate, and varying administrative requirements, fees, and deadlines can lead to errors and stress for your loved ones.
Audience: All
Platform: Investor Education, Managing your finances, Wealth Management
Our valued clients deserve personal financial advice. We understand the value of advice, and we have your best interest in mind. Our advisors are here to help you make informed decisions about your financial future.
Audience: All
Achieve long-term business success through professionally designed and managed investment portfolios and solutions.
Audience: Small Business
Advice, unconflicted Global Advisers, LLC provides a full range of securities, money management, financial planning, and financial advisory services. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. This site is designed [...]
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Audience: All
Take some time to learn more about our solutions for individuals and businesses, including planning, investing, retirement, debt, cash flow, employee retention, and managed philanthropy.
Audience: Personal Investors
We provide portfolio management and financial planning services for investors seeking professional management of their investments, money, and wealth. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.
Audience: All
Global Advisers in Canada and the United States offer a range of products and services to our clients, including Wealth Management, Private Wealth Management, Asset Management, and Family Office Advisory. We also offer Lifestyle advisory services for high-net-worth families and individuals, comprehensive Financial Planning services, and Investment Management services for individuals, families, businesses, and organizations. All locations offer virtual meetings via Zoom.