At Global Financial Partners, we understand not everyone enjoys finance the way we do. We have a passion for what we do, and for helping people. Let us work with you to help you better understand your current financial situation and develop a plan to move you forward toward your goals. Whether you are years away from retirement, or already enjoying your golden years, we can help provide you and your family with a plan to “Enjoy More, Worry Less”.
We employ an investment philosophy based on facts. We believe that market trends are persistent and if we pay attention to those trends we can participate in markets on the rise, and work to avoid markets as they fall. We know that we won't be 100% right, but we also know that we don't have to be right all the time to help clients attain their goals. In addition, we know that different clients have different comfort levels with volatility. As a result, we work hard to customize solutions for each client to fit them and their tolerance for risk. Let us show you a different way to invest that we believe will allow you to “Enjoy More, Worry Less”.
At Global Financial Partners, we strive to continually improve. That desire to improve is evident in our advisors and staff. We have two advisors that have earned the Certified Financial Planner (CFP®) designation. With a 30+ year history, we have built a business to last the test of time and the ever-changing financial markets. We have designed a practice with a clear line of succession so you know who you will be working with for many years to come. We believe that knowing your advisors provides you with the ability to “Enjoy More, Worry Less”.
Please feel free to contact us at any time for a complimentary initial consultation. We would love to help you “Enjoy More, Worry Less”.
At Global Financial Partners, we provide expert assistance in the following areas:
Disability Income Insurance
Long Term Care Insurance
Individual Health Insurance
Group Health Insurance