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.

Discover Financial Planning at Global Advisers

In the realm of financial planning, life events such as marriage, divorce, the birth of a child, career changes, and retirement represent pivotal moments that necessitate expert guidance. We provide invaluable services tailored to these milestones, offering comprehensive wealth management, strategic investment advice, estate planning, and personalized financial planning. By aligning financial strategies with life’s transitions, we help you navigate each phase with confidence. Our expertise in asset allocation, risk management, and tax planning plays a crucial role in securing financial well-being, enabling you to achieve your goals and maintain financial stability through all of life’s significant events.

Discover Estate Planning at Global Advisers

Where we add value

We assist clients in planning for life events through a variety of specialized services, ensuring financial stability and goal achievement through each stage of life. Here’s how:

  • 1
    Wealth Management and Investment Advice: We tailor investment strategies to align with life events like marriage, the birth of a child, or retirement, optimizing asset allocation to meet changing needs and goals.
  • 2
    Financial Planning: We offer comprehensive financial planning services that consider income, expenses, savings, and investments, preparing clients for anticipated and unexpected life events.
  • 3
    Education Funding: We assist in the planning and saving for education expenses through 529 plans, Coverdell Education Savings Accounts, and other education funding strategies.
  • 4
    Retirement Planning: We provide guidance and management on retirement savings accounts, pension plans, and income strategies to ensure a comfortable retirement lifestyle.
  • 5
    Estate Planning: We help you prepare for the transfer of your wealth and the management of your estate, including wills, trusts, and beneficiary designations, to ensure assets are distributed according to your wishes.
  • 6
    Insurance Planning: We advise on life, disability, and long-term care insurance to protect against financial hardship caused by unexpected life events.
  • 7
    Tax Planning: We offer strategies to minimize tax liabilities during major life events and transitions, ensuring clients retain more of your wealth.
  • 8
    Divorce and Separation Financial Planning: We provide specialized advice on asset division, budget adjustments, and financial restructuring to navigate the financial complexities of divorce or separation.

By addressing these key areas, we play an essential role in helping you manage your finances effectively, ensuring you are well-prepared for both the joys and challenges that life events bring.

We offer a wide range of services tailored to assist you through various life events, ensuring financial security and goal alignment. These services include:

  • Financial Planning for Marriage: Budgeting, joint account management, and long-term financial goal setting.
  • Education Funding: Strategies for saving for college or educational expenses, including 529 plans and Coverdell ESAs.
  • Home Purchase Advice: Guidance on saving for a down payment, mortgage planning, and real estate investment strategies.
  • Career Transition Support: Financial planning for income changes, including promotions, job changes, or starting a business.
  • Retirement Planning: Comprehensive planning for retirement savings, income strategies, and wealth management.
  • Estate Planning: Assistance with wills, trusts, estate tax strategies, and beneficiary designations to manage and protect assets.
  • Divorce Financial Planning: Asset division strategies, post-divorce budgeting, and financial independence planning.
  • Insurance Planning: Recommendations for life, disability, health, and long-term care insurance to protect against unforeseen events.
  • Childbirth and Adoption Financial Planning: Budgeting for new expenses, saving for future education, and updating beneficiaries and estate plans.
  • Bereavement Financial Services: Estate settlement assistance, financial reevaluation, and transitional planning after the loss of a loved one.
college planning

Unlocking the potential of life’s significant moments.

Unlocking the potential of life’s significant moments.

We advise on multiple guided paths to help investors prepare for life events.

Advisor-Guided plans

Customized investing portfolios with maximum investment options and a dedicated financial advisor and portfolio manager.

Passive Diversified Indexing

Passive indexing mirrors market indexes, offering cost-effective, simple investments with competitive returns and lower fees compared to active management.