Every journey begins with a well-designed road map to ensure your success. Stepping into your financial shoes we begin understanding your thought processes. Your financial plan is then designed exclusively for you and your family because your goals are too important for a “one-size fits all” plan.
Together we implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible. As your partner, we work with your other trusted advisors, whether accountant, CPA, bookkeeper, attorney, insurance agent or other. With GWA, you sit on the same side of the table as your advisor.
As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. We also understand your fears and natural responses to them. By managing those behaviors we can help you stay on track with protecting what's most important to you and your loved ones.
This Short Video Explains How Asset-Map Works
We cover what's most important to you with a wide range of financial planning topics like investing, risk management, estate planning, retirement, and the latest market news and information from industry experts.
By Kris Maksimovich, AIF®, CRPC®: One of the pages that is most often viewed on an advisor’s website is the broker-dealer page. That’s because people are interested in learning why a financial advisory firm selects a particular broker-dealer. Selecting a broker-dealer is required. The Securities and Exchange Commission (SEC) delegates supervision authority over financial advisors
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Presented by Kris Maksimovich, AIF®, CRPC®: When it comes to retirement accounts, many investors fail to think about required minimum distributions (RMDs). This oversight can lead to unnecessary tax burdens and other financial issues. In order to handle RMDs effectively, an understanding of the rules and common misconceptions can be beneficial. Misconception: I took an
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Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Professionals™: Summary: This article uses a case study to show why it’s important for owners to plan for the unexpected. As a business owner, you’re likely the most important person in your business. You’re probably
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