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  • What You Deserve.

    What You Deserve.

Our Client Bill of Rights

As a Global View client, you have the right to:

  • Totally independent and completely objective financial advice
  • A fee-only compensation structure that eliminates conflicts of interest
  • An educational approach to the financial process – not a sales approach
  • A studied, time-tested investment strategy
  • Access to the experience and expertise of the entire Global View team
  • Regularly scheduled review meetings
  • A promise that we will always place you at the center of everything we do

We think you’ll find that very few financial advisers can make these commitments to their clients. We’d like the opportunity to show you the advantages of being a Global View client.

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