We help people get the clarity and assurance they need about where they stand with regard to their future financial plans. For years, we have been in a fortunate position being able to help people from all walks of life plan and prepare for their future. Throughout this process, we have seen a common theme persist: it’s around the need for clarity and guidance with their plan and knowing where they stand. Your financial plan is completely customized to your situation and may include many different services depending on your goals.
We have found that the people serious about planning seek help. They don’t want to just “wing it”. But sometimes they just don’t know how to get started or where to get the help. This is where we can be that resource. We are proud to help people; it’s an honor we don’t take for granted. Whether you’ve been planning for a while, just getting started or fall somewhere in between, we can help create a customized plan for you, or at minimum, help review and give a second opinion on the plan you may already have in place. Let us be that resource.
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.
The most powerful wealth building tool you have is your income. It’s not what you make that counts, it’s what you keep. How? Pay yourself first and manage expenses.
One of the most common mistakes in risk management is the failure to have adequate insurance. Insurance allows your plan to build wealth for your family to continue, whether you are sick, disabled or pass on.
No matter how much you plan, unexpected emergencies always seem to arise. To provide a buffer between you and life’s disasters, having 3-6 months of expenses set aside helps you cope.
One of the biggest wealth destroyers is debt; a silent plague that can rob you of your ability to build wealth. There are two kinds of debt; know the difference!
The key ingredients to building wealth are money, time, asset allocation, rate of return, and understanding how to outpace taxes and inflation. In addition, having a definitive plan during severe market declines can shave off years in recovery time.
Don’t let a lifetime be devoured by taxes, lawyers, and unintended heirs. A proper estate plan can protect and preserve your assets for your family, creating your legacy.
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.
We gather, organize, and analyze your financial information. We make recommendations based on your needs, goals, and dreams. Above all, we educate.
Once objectives and expectations are clear and we’ve completed our analysis, we offer advice “holistically.” A holistic plan extends beyond just investments.
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.
Holistic financial planning goes even further than your savings and investments to examine where you are, delineate your long- and short-term goals and map out the steps you may need to take to achieve your financial objectives. Financial planning includes examining the benefits available through your workplace, how those are performing and whether or not you should make some changes. It looks at the cash you have for emergencies, your cash flow, your debt-to-income ratio, your budget and more.
Good financial planning includes growing your wealth, protecting your wealth and passing your wealth on in a tax-advantaged manner to your chosen heirs. Gaps and risks are examined that could potentially blow up your plan—such as death, disability, the need for long-term care or outliving your retirement assets—then insurance tactics are recommended to fill those gaps and shift risks away from your family and over to insurance companies.
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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? Download our guide today.
Global View Capital Advisors
N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188
Call Us: (262) 230-1095
Fax: (262) 650-1085
We are proud to have been named a top financial asset management services company in 2022-2024 by Financial Services Review.
Read full disclosure here. Click here to learn more.
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Registration as an Investment Advisor does not imply a certain level of skill or training. Chadwick B. Albano is an Investment Adviser Representative (“Adviser”) with GVCM.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Chadwick B. Albano is an Insurance Agent of GVCI.
The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place.
Additional information can be found at: www.adviserinfo.sec.gov.
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