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How Can We Help You meet Your Goals?
If you are like many people, you are not quite sure how you may benefit from a relationship with a financial advisor. Maybe you realize you need professional help, but are somewhat skeptical of anyone in the financial services business. Maybe you or someone you know has had a bad experience with a financial advisor in the past. It is certainly true that most people who call themselves financial advisors intend to sell you a product, under the ruse of financial planning.
A little skepticism when it comes to your money is healthy. We understand and offer a free “no pressure” consultation to potential customers, during which we can each get to know one another. We learn about your situation and your goals, you learn about our practice. If we believe we can help achieve your goals, we will explain how. No sales pressure, since we work strictly as fee only advisors and do not sell any products for a commission. You make the decision whether or not you wish to hire us at your leisure. The next step is to contact us about services specific to your situation!
Global View meets new clients in three ways: (Please tell us who referred you)
- Client Referrals
- CPA and Attorney Referrals
- Second Opinion Service
We currently are accepting new clients:
Serving our existing clients and ongoing portfolio management is priority one for our practice. Thus, our time to integrate new clients is limited. Our estimated capacity is:
- 2010 - 20 to 24 new clients