Savings Solutions for Individuals and Families

SAVINGS SOLUTIONS

FOR FAMILIES AND INDIVIDUALS

Our simple savings strategies are designed to help you achieve your goal.

Superior savings rates for clients saving for life events or major purchases

SOLUTIONS FOR FAMILIES AND INDIVIDUALS

Whether you are saving for a new house, a car, or another life event, it takes discipline to manage your money effectively and reach your goal. Global Advises expertise in helping clients extends far beyond investing in stocks, bonds, and mutual funds. Our simple savings strategies are designed to help you achieve your goal.

CDs & Money Markets

A CD is an interest-bearing certificate commonly offered by banks, savings and loans, and credit unions to raise money for their business activities. You deposit money with the issuer for a set time, and the issuer promises to repay you at a specified interest rate. We provide guidance for selecting the best CDs, and help you build a CD ladder or portfolio that will ensure you have the money you need when you need it.

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.

Bonds & Fixed Income

Bonds are simply loans you make to a government, government agency, or corporation to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity. Bonds can be confusing. We take the mystery out by guiding you on issues concerning credit quality, maturity, pricing, and other issues that affect your portfolio.

Major Purchases

Whether you are saving for a house, a new car, or a major life event, we provide prudent advice designed to guide you on the path to achieving your goals. Learn more about Life Events.

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

Solutions for Businesses

Starting your business was a big deal – something you might only do once in your life. Don’t risk getting it wrong now.

Seeking Income

If you are seeking income from your investments, we 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 …

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

No minimum to open
Pre-Tax Contribution
Early withdrawal penalty
Wide array of investment options

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.