Who We Serve
GLOBE WEALTH MANAGEMENT'S clients resemble the following types of people:
- People that are currently investing for retirement and want a plan to save enough funds for them to live on once they enter the next phase in their lives.
- People who are retired and want to establish an income stream for life.
- Parents/Grandparents etc. who would like to save for the special children in their lives, future educational needs.
- Young people that are taking the reins and planning early for their retirement needs.
- Investors that want to grow their wealth and invest using a strategic investment process.
- Job changers that have an IRA's or a 401(k) with a prior employer.
- People that have multiple IRA's at different locations.
- Families that are organizing their investments to more easily track and evaluate portfolios.
- Families who are doing Estate Planning for the passing of their assets.