ASSISTANCE TO LOVED ONES

We take a visionary multigenerational approach in planning for the long-term by building a roadmap to help you provide assistance to those you care most about.

Assistance to loved ones concept with a grandmother and granddaughter laughing and embracing at home.

taking care of those you care about

When reviewing the seven pillars of financial planning, an important aspect is your desired level of family assistance. This may include planning that takes care of those you care about, your activities that impact them, and working directly with your family members as part of our Legacy Package.

By planning to assist your loved ones, you prepare for a variety of situations that can occur during your lifetime. This may include caring for children or grandchildren, helping adult children and other family members, paying for or contributing to college, making major purchases, changes in marital status, caring for aging parents, advice during bereavement, and even providing for the care of a loved family pet. Below we cover some of the more popular ways to offer assistance to loved ones.

Global Wealth Advisors Headquarters

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.