There are many obstacles involved in starting and running your own business. Our firm can add tremendous value by taking over certain financial responsibilities that small business owners should not be focusing their time and energy on. These can include the proper formation of your business entity, preparation of financial statements, accounts payable/receivable, tax returns, tax planning, payroll and ensuring you have adequate business insurance coverage. We provide a transparent and prudent approach to all of your business needs. Utilizing more than a century of combined experience, we achieve this by helping simplify the demands of being an entrepreneur. This ensures our clients have the freedom to focus on what really matters – ensuring the success of their business. Global acts as your CFO and works with you to generate and implement a financial road map for your business.

EMPOWERMENT

Continuous access to your portfolio through your personal financial homepage allows you to monitor and analyze your finances. You can view balances, set account alerts, and run scenarios while communicating directly with your advisor. Invest more confidently, save more efficiently, diversify more assertively – with our software, you have the empowerment over your finances

SECURITY

Our value secures your personal data and financial documents using multi-layered internet security technology with the latest intrusion prevention technology. The site is non-transactional and is only accessible with an individual’s unique user ID and password. With advanced firewalls, encryptions, audits, and inspections – this software continuously scrutinizes and upgrades to protect your financial information.

DYNAMIC RELATIONSHIP

With remote access to your personal financial web page, your accounts are continually available and updated daily. Proactively manage your assets by communication with us while we both view your portfolio. You save time with client-advisor access and enhance results with interactive tools and unlimited scenarios.

CASH FLOW MANAGEMENT

AS THE SAYING GOES: IT IS NOT ABOUT WHAT YOU MAKE, IT IS ABOUT WHAT YOU KEEP.

That is why establishing and actively monitoring an effective budget is the key to a solid foundation for your finances. We instill systems and procedures, which can empower you to steward and manage your cash flow. We believe in creating a flexible framework that will ensure your money is helping to accomplish your goals, rather than impairing them.

• Bill Pay Services
• Budgeting & Cash Flow Analysis
• Cash Flow Projections
• Monthly Income & Expense Summaries

INVESTMENT MANAGEMENT

INVESTING MAKES OUR MOST IMPORTANT GOALS POSSIBLE.

That is why we believe a better wealth experience requires a consistent investment approach based on financial science that is grounded in real-world results. We do not follow fads or relegate our clients’ futures to guesswork and speculation. Whether you have a startup or a well established business, our team of experts can help you build the right portfolio for your investment needs. To do this, we closely study the events that shape your life and make decisions based on your unique goals.

• Asset Class Investing
• Control Risk
• Global Diversification
• Keep Costs Low
• Minimize Taxes
• Rebalance Periodically

TAX PLANNING & PREPARATION

THE TAXATION OF ENTREPRENEURS PRESENTS A UNIQUE SET OF STRATEGIES AND PLANNING OPPORTUNITIES.

Our services emphasize a proactive tax analysis with a focus on year-round consideration. We have a deep understanding of the various complexities that entrepreneurs may face when it comes to their tax returns. Whether it is filing returns in multiple states or taking advantage of every allowable deduction that you are entitled to, we have a team of experts who specialize in preparing tax returns.

• Audits
• Business Tax Returns
• Estate, Gift & Trust Tax Returns
• Income Tax Planning & Compliance
• Individual Tax Returns
• Payroll & Payroll Tax Services
• Tax Notice Response Assistance

RISK MANAGEMENT

WE PROVIDE A COMPREHENSIVE INSURANCE POLICY REVIEW TO ALL OF OUR CLIENTS. THIS HELPS TO ENSURE YOUR INTERESTS ARE FULLY PROTECTED.

It is no secret that the world wants a piece of what you have and there are certainly those out there who will try to take it. Our role is to help protect you from such situations and to make sure you have the proper coverage in place to avoid a catastrophic financial event.

• Commercial Risk
• Life, Health & Disability
• Management Liability
• Personal Risk
  

ESTATE PLANNING

IT TAKES AN ENDLESS COMMITMENT AND AN UNYIELDING DRIVE TO ACCOMPLISH YOUR GOALS AND PROVIDE THE LIFE YOU WANT FOR YOUR FAMILY.

Unfortunately, all of that hard work can come undone in an instant if you fail to plan for life’s curveballs. It is understandable why many people prefer not to focus on their own mortality, while others simply do not believe that it is a necessity. However, in either case, leaving it to chance is the biggest mistake you could make. That is why we are here to help put into place a strategy that ensures the estate you have built throughout your career will be there to provide for generations to come.

• Asset Protection Plans
• Health Care Directives
• Living Trusts
• Special Needs Planning
• Trust Administration
  

LIFESTYLE PLANNING

CONCIERGE SERVICES DESIGNED TO MEET YOUR UNIQUE NEEDS

We pride ourselves in being your full-service team handling many specialized requests, including:

• Business Consulting
• Foundation Logistics
• Mortgage and Housing Issues
• Private vs. Commercial Air Travel
• Extenuating Family Circumstances
• Crisis Management