Get to Know Our Approach to Financial Planning

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Get to Know Our Approach to Financial Planning

Custom Approach to Financial Planning

The 3P Approach© to financial planning is a dynamic process we follow when meeting someone for the first time.  Our team developed and refined this proprietary approach through years of experience which has resulted in long-term clients and generational planning.  Our goal is to help you retire when you want to, or get to a “work-optional” lifestyle.

The process relies on a partnership philosophy.  We follow a series of steps and meetings that guide both of us through creating  your unique plan.   The 3P part means that together we Plan your financial future, help you Prosper, and ensure we Protect what you worked hard to build.

A Good Fit for Both of Us

Before entering into a partnership, we have learned that ensuring the potential for a satisfying relationship, mutual trust, and respect is paramount for successful planning. We also realize we cannot be all things to all people. We believe that an important aspect of any process is discovering if there is a good fit and whether we both determine to move ahead with the relationship.

Clients as Partners

Our clients are partners and together, we have a single goal of reaching your financial dreams today and in retirement. With you as CEO, we work as your personal CFO to help ensure you stay on track by managing your fears and natural responses to them. It is in these activities that you begin to see the results of the 3P Approach©.

Read more about our approach >>>

7 Pillars of Financial Success Offer Flexibility

As your plan takes flight, we continue the dialog and apply the 7 Pillars of financial success.  As your needs change, so does your plan. The approach is designed to ensure you never outgrow a stagnant plan, rather the plan continues to evolve as your life advances. The 7 Pillars include:

  1. Wealth Management – Investment management, accumulation planning, asset allocation, and diversification.
  2. Risk Management – Asset protection, managing healthcare costs, insurance, and long-term disability.
  3. Assistance to Loved Ones – Tuition planning, and elder care.
  4. Retirement Planning – Social Security timing, and withdrawal strategies.
  5. Income Tax Planning – Minimizing tax liability, income deferral, life event strategies, and deduction planning.
  6. Estate Planning – Wealth transfer, and charitable giving.
  7. Value Added Services – Employer sponsored benefits, debt planning, business planning, executive compensation, and exit and succession planning.

Learn more about the 7 Pillars of Financial Success >>>

The Planning Steps

  1. Discovery – We begin the introductory phase with an initial meeting where we get to know each other. No decisions are made at that time.
  2. Fit Call – After a period of reflection, we connect again and discuss any possibility of moving forward.
  3. Fact Finding – If we both agree there is a fit, we move on to the discovery phase of the process.
  4. Development – This phase helps both of us gather information and apply several tools to create a flexible plan that is unique to you.
  5. Implementation – After running your plan through a variety of scenarios, we move toward implementation.
  6. Review – We continually review your plan as your life evolves, applying the 7 Pillars as needed.

Learn more about our financial planning steps >>>

Experience in niche markets

With over 100 years of combined experience between our advisors, we also have hands-on experience in the following niche markets:

Let us know how we can be of service to you. With a dedicated team of professionals, we are always available to answer your questions.

The financial professionals of Global Wealth Advisors offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors, LLC are separate and unrelated to Commonwealth.

Specialized wealth management strategies and financial planning designed with your goals in mind

7 Pillars of Financial Success

Have you ever tried to build a jigsaw puzzle without a picture? Our seven pillars depict the value we bring over the life of our relationship. As your life unfolds, your needs continue to evolve. While not every pillar is relevant to you today, many will be over time. In fact, our team has identified 112 things we do over the life of our clients.

Our process forms a single foundation from which 7 pillars of financial success are managed, including wealth management, risk management, assistance to loved ones, retirement planning, income tax planning, estate planning and value added services.  Instead of outgrowing our process, you continually grow into it.

Learn more about the 7 pillars >>>

GWA Team of Experts

Team of Experts

We are committed to helping you reach your financial dreams. Our exceptional team includes experts in:

  • Investment management
  • Retirement planning
  • Risk management
  • Tax reduction planning
  • Estate planning
  • Debt and cash flow analysis
  • Education planning
  • Philanthropy

Read more about our team of experts >>>

GWA Gives© Transparent Logo

Giving Back

As a leading financial planning and wealth management organization in the region, Global Wealth Advisors and our employees are deeply committed to giving back to and improving the communities in which we live and work. That’s why we created GWA Gives©, where much of our social responsibility and community service energies are focused on providing meaningful impact through volunteer efforts and donations.

This giving philosophy also extends to educating the public about the various financial strategies they can apply. To that end, we publish a monthly newsletter, blog, videos, and podcast that are useful for people at any stage of their financial life.

Learn more about the organizations we support >>>

We are happy to answer your questions

See if You're a Fit