• Plan
  • Prosper
  • Protect

A smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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Our 3P Approach to Financial Planning and Wealth Management

Plan

Your goals are too important for a “one-size fits all” plan. Every journey begins with a well-designed road map to ensure your success, and is designed exclusively for you and your family.

Prosper

Together we will implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible.

Protect

As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. Because having to return to work after retirement is never anyone’s plan.

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Dallas Regional Chamber Leadership program Vogel Alcove project

Giving Back To The Community Means More Than Opening A Wallet

Posted on October 18, 2017

When it comes to social giving, Global Wealth Advisors employees walk the walk It’s easy for a company to say they “give back to the community”, but what exactly does that mean? For Global Wealth Advisors (GWA), social giving can be found in the heart of our company and in the hearts of our employees.

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Commonwealth market update and financial news

Weekly Market Update October 16, 2017

Posted on October 17, 2017

Presented by Kris Maksimovich General market news The yield on the 10-year Treasury was back down to 2.27 percent Monday morning after topping 2.40 percent a little more than a week ago. The 30-year, which had reached 2.93 percent (its highest point since July) opened at 2.81 percent Monday. The 2-year stood relatively steady at

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Medicare Basics

Medicare Basics You Need to Know

Posted on October 13, 2017

Presented by Kris Maksimovich  The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions about this

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