Our Services

Financial planning is about more than asset management and accumulation. It’s an all-encompassing service that addresses each of your needs and implements a holistic strategy taking aim at your goals. We also believe it can help you develop further vision of your ideal future, which is so important when it comes to sticking to your plan and ensuring that you follow and believe in the outline. Additionally, our team is proud to be part of a nationwide independent firm, meaning that we’re beholden to only you, the client, not major companies looking to make product sales. Our fiduciary duty is not just a legal one; it’s an emotional and moral one, and we’re committed to helping the Markesan community build toward a better future.

Retirement can be, and should be, one of the most exciting times of your life. It can, however, be incredibly scary if you’re unprepared. During periods of market volatility, uncertainty in the solvency of Social Security, evolving tax codes and more, it only gets more complicated. Whether you’re looking to protect your assets or plug the gap between your working salary and your retirement income, we have solutions. We also customize each client’s plan to their unique goals and circumstances, so your strategy is based on your vision of an ideal future. We guide you through the process of developing a plan to accumulate the assets you need to pursue your dreams as well as the distribution of those assets to make them last for the duration of your life.

Who knows how to leverage your hard-earned money better than you do? At Global View Capital Advisors in Markesan, we believe those dollars should be protected from excess taxation, giving you the opportunity to use them to fund your dreams and protect your family. Additionally, tax codes and legislation are ever evolving, which can be dangerous when you begin to live on a fixed income. Our team can help you understand the differences in the tax vehicles you have available to you, and we can guide you through the implementation of different strategies, like Roth conversions, that help you turn your tax-deferred money into tax-free money. Just know, you have options, and we are here to help you explore them.

Part of a holistic financial plan is ensuring that you’re properly protected during periods of market volatility or if you or your family were to lose a stream of income. We can help you incorporate insurance solutions into your portfolio to protect what’s most important. Our independence and professional partnerships give us the opportunity to seek out the best options and policies for you. Modern innovations even allow us to customize policies to include benefits and protections you’re looking for, potentially even making them valuable during life. For example, did you know that long-term care, which can be extremely costly, is not covered by Medicare? Today’s life insurance policies can include benefits for long-term care if you need it or pay out a death benefit to your beneficiaries if you don’t. No matter what your goals are, we can work with you to find an insurance policy that matches your goals and works in accordance with your holistic financial and retirement plan.

We understand that your savings and investments are some of your most precious assets, potentially giving you the ability to live your retirement dreams or continue to pursue your goals. That’s why we construct custom portfolios based on your unique needs and objectives. We’re also licensed fiduciaries, meaning that we make recommendations based on your needs, not what pays the highest commission. We’re also financially incentivized to see you succeed, so in addition to being emotionally invested in your accomplishments, we do well when you do well. No matter your asset level, your timeline or your tolerance for risk, we can find solutions and an asset distribution that clearly lays out a path toward your individual goals.

You’ve worked your entire life, investing, saving and accumulating assets that you hope will give your family the life you know they deserve. Well, after laboring for decades, shouldn’t you be the person who decides what happens to them when you’re no longer around? We can help you create a legacy and estate plan that effectively and efficiently distributes your assets while transitioning them to your family in the most tax-advantaged manner possible. This can also give you the power to save them from some of the heartache that comes with losing a provider because without an estate plan, they may be subjected to costly and time-consuming probate courts. Even worse, they may be propelled into internal wars over your assets. An estate plan can give your family some more clarity and ideally the financial bump they need when they lose someone they never imagined living without.