Our approach to creating cash flow focuses on the best technologies, research, and people.

Cash Flow Strategies

Many businesses choose to invest excess cash in new business equipment that they often do not need, such as technology, office furniture, and others items. Once the equipment is purchased, it is subject to depreciation over the next several years until it no longer holds value. At that point, it is discarded. While the period between purchase and discontinuation of use provides some tax benefits to the business, in the long term, many businesses realize that they should have made better choices with their finances.

We specialize in helping businesses of all sizes increase their cash flow in order to provide for current needs, and to prepare for future growth.

As evidenced by the chart below, between 2015 and 2019, the Business iCore account provided superior growth and cash flow as compared with the SP 500 Index. By applying specific strategies, we can help your business achieve both short- and long-term cash flow enhancement. Contact us to learn more.

Global Advisers Investment Services

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Ext — 1402

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Saturday 10 a.m. to 4 p.m.
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Cash Flow Strategies for Business

Additional cash flow can help you manage the regular, day-to-day operational costs of running your business, build cash positions for larger purchases, or help build your collateral for future acquisitions.

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …

Services for Businesses

The services we provide to our business clients focus on creating cash flow, providing investment advice, portfolio management, and administration of company retirement plans…

Business Retirement Plans

Whether you are a sole proprietor looking for a SEP IRA, or a larger company with many employees interested in exploring retirement plans for your …

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.