Helping Others is Our Passion
Being a trusted resource for holistic financial planning for both individuals and businesses is an honor we don’t take for granted.
Financial Services for Individuals
Financial Services for Businesses
We believe it's all about proper financial planning. No matter if you're just getting started, nearing or in retirement, or a new or established business, what we’ve found is that everyone's core needs are the same. It is the need for proper education, clarity, and assurance that your finances are on track.
We are proud to have been named the top financial asset management services company in 2022 by Financial Services Review.
Our Story: We Take Care of Our Clients like Family.
Our clients are our families and friends—the people closest to us—as well as businesses within our communities who not only want guidance through a trusted relationship, but who also want access to the breadth of solutions and best-in-class service they need.
Schedule A Complimentary Consultation. Let’s Build Something Together!
Financial Services is a Team Sport, and We’re Hiring.
Our teammates don’t just come from the financial industry nor do they have to have the background typically required of those who get into our industry. Our advisors come from all walks of life. But the traits they all have in common are that they are people of integrity, care about others, want to make a difference in this world and understand that money is a by-product of helping others. We are blessed to have our team, and with them, we’re continuing to expand our reach across the US. A diverse group of professionals who come from a variety of backgrounds, each of us has a specific market focus. From helping Millennials to Baby Boomers, those of different ethnic backgrounds, to helping people and businesses in different phases, we are able to do so by working together. We rely on each other’s strengths.
The financial planning process at Global View Capital Advisors is simple.
Get to Know You
During your free consultation, our primary goal is to be on the same page as you. To understand what’s important to you. We listen to you.
Know Your Goals
We gather, organize, and analyze your financial information. We make recommendations based on your needs, goals, and dreams. Above all, we educate.
Make a Plan
Once objectives and expectations are clear and we’ve completed our analysis, we offer advice “holistically.” A holistic plan extends beyond just investments.
Personal Relationship
As your dedicated financial advisor, we’ll be there with you as you experience life’s milestones and unexpected challenges. We will help you track your progress throughout.
What are you doing to protect your assets?
With the continuing demand for innovative solutions in this unpredictable world we’re living in, the evolution of active and tactical money management continues. Our strategic partnerships and advanced technologies have dropped the barriers for average investors and have now allowed us to bring the help to where it is most needed: in the markets where most day-to-day Americans live. Through our firm and its partnerships, we are able to serve as the conduit between the third-party management firms and our clients. Our job is to match our clients’ needs to the proper money manager(s), where our duty will always be to our clients first, to look out for their best interests not just for today, but as we move forward toward their future financial and retirement goals.
What if you could retire feeling secure and excited about your future?
Of course, you have worked and saved your entire life for the day you can quit your job or exit your business and start making your time completely your own. But having a big 401(k) account isn’t enough to ensure that you can successfully navigate market risk, the risk of needing long-term care, or paying more in taxes than you ever thought you would. As you get closer to retirement, by the time when you reach age 50+, you should begin serious work with a financial advisor who focuses on retirement to create a retirement income plan which may include an annuity to address longevity risk, hybrid insurance to address the risk of needing long-term care, and/or making some conversions of your taxable accounts into Roth accounts to mitigate tax risk. Having a solid retirement plan in place can give you peace of mind as well as the best chance to retire successfully.
Stay up to date with the world of finance!
Education is a huge part of what we provide at Global View Capital Advisors. As part of our educational outreach, we provide blog articles, events, videos and LinkedIn posts to help you learn more about the principles of financial planning, risks you may face in retirement, why everyone needs an estate plan.
What if you had a simple guide to help you not just get a better handle on your finances, but also prosper in your life?
In this free eBook and accompanying self-paced program, we reveal “The 10 Best Kept Secrets to Building Wealth” as experienced first-hand by highly-successful millionaires who learned these concepts on their path to wealth. This guide is an easy read and will serve as a useful reference to validate what you may already be currently doing in your financial life. Or, if you’re just getting started, you may use these tools as a guide so you, too, can have a path to follow in your journey to building wealth. You will be able to work at your own pace, download relevant, easy-to-follow worksheets and are free to use the information as you wish. There is no cost or obligation to get access to these free gifts. Just enjoy and put them to good use!
Six steps to financial independence. Are you ready to get started?
We help people get the clarity they need about where they stand today in relation to their goals for their financial future. We can help create a customized financial plan for you, or at a minimum, help review and give you a second opinion on the plan you may already have in place. We want you to feel assured that even after you’ve gone through our process—regardless of whether you choose to move forward with us or not—that there will be no cost or obligation to you. Guided by our fiduciary responsibility, we will always keep your best interests in mind. We promise that there won’t be any high-pressure sales either. Why do we do things this way? Because that’s our philosophy.
