We are a group of independent financial advisors offering financial planning and wealth management services using a smarter approach to planning your future, reaching your goals and protecting your most valuable resources
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 retirement, risk management, memory care, cybersecurity, smartphone apps, investing, business planning, cognitive biases, estate planning, and the latest finance news and information from industry experts.
By Kris Maksimovich, AIF®, CRPC®: Life with disabilities can have its own special challenges. The Achieving a Better Life Experience (ABLE) Act of 2014 enables the use of ABLE accounts to help families and caregivers with tax-free investing. What is an ABLE account? Much like 529 college savings programs, ABLE accounts are administered by theRead more
Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, firstname.lastname@example.org, a Member of BEI’s International Network of Exit Planning Professionals™: As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions and you own the consequences of those decisions,Read more
Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan. Why consolidate? Consolidating your retirement accountsRead more