RETIREMENT SOLUTIONS

FOR FAMILIES AND INDIVIDUALS
Our approach to Retirement takes the stress out of planning.

Our approach to Retirement takes the stress out of planning

SOLUTIONS FOR FAMILIES AND INDIVIDUALS
Learn how our retirement strategies and solutions have helped others live life on their terms.

IRAs & Rollovers
An IRA makes saving for the future less taxing. IRAs offer an opportunity to save for a comfortable retirement and long-term tax advantages too. You benefit from tax breaks, give your money a chance to grow, enjoy investment flexibility, and help secure your retirement nest egg.

Seeking Income
Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. History shows that everyone needs to plan for uncertain markets and tap into new opportunities. At Global Advisers, we leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.

Valuation & Risk Analysis
Whether you seek professionally managed diversification, managed wealth solutions, or customized investment and financial solutions, Global Advisers Valuation and Risk Analysis Solutions helps you pursue your financial goals..

401k & 403b Rollovers
Is a 401(k) or 403(b) rollover right for you? When you left your old job, did you leave your retirement savings behind? Give your money a fresh start by rolling it over into an IRA. Rollover your old plan and get more investment flexibility, view your entire retirement plan in a single view, and keep your retirement savings tax-advantaged.

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.

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.

Contact us to learn more.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

The Galleon IRA

As Individual As You

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Rollover IRA

SEP IRA

ROTH IRA

Traditional IRA

A Traditional IRA account may give you an immediate tax benefit because contributions are often tax deductible.

Retirement Services

Services for Retirement ▸
Our retirement services compliment our financial planning and solutions services. They are designed to help our clients prepare for retirement, create wealth, and …

401k Rollovers

Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your…

Retirement Accounts

When you partner with Global Advisers, your retirement will be anything but boring. No matter how you choose to spend your time, we are here to help you with…

Seeking Income

If you are seeking income from your investments, Global Advisers can show you strategies and help you identify opportunities are present even in a low interest rate environment.

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and …

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.