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Wealth Management Solution

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Our Services

Tailored Financial Strategies for Every Stage of Life

Wealth Management

Wealth Management

Custom portfolios built around your risk tolerance and goals

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Retirement Planning

Retirement Planning

Tax-efficient strategies to secure your future 

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Trust Services

Trust Services

Tailored solutions for wills, trusts, and tax-efficient wealth transfer

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Estate Planning

Estate Planning

Protect your legacy with custom wills, trusts, and tax strategies

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WE’RE HERE FOR YOU

Secure Your Assets

Key Investment Risks We Help You Navigate: 

Market Risk

So temporary challenges don't affect your long-term goals

Liquidity Risk

Access to cash when needed

Concentration Risk

Overexposure to single assets

Credit Risk

Bond or debt defaults

Inflation Risk

Make sure your money doesn’t lose value over time

Horizon Risk

Match investments to your timeline

Foreign Investment Risk

So you can manage currency and global uncertainties

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Our Simple 3-Step Process

1. Talk

We listen to your needs, dreams, and concerns, then craft a personalized roadmap.

2. Act

We implement your plan together, with regular updates and adjustments as life evolves.

3. Relax

Enjoy peace of mind knowing we’re always here. Let your money work for you.

FAQ's Question

Your questions, answered

Friendly financial advisor ready to answer all your wealth management questions

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Not sure what you need? Chat with a concierge about your situation.

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Two experienced financial advisors providing expert wealth management solutions

We provide expert financial advice to both individuals and businesses. With over 30 years of experience our portfolio manager will ensure that you’re always getting the best guidance from the top people in the entire industry.

 

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Contact

Email

info@globalinvestfs.com

Phone

786-536-4075 Ext. 2

Location

2525 Ponce de Leon Blvd Suite 300

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Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE Past performance is no guarantee of future results.

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