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Driving Financial Freedom.

What does financial freedom look like to you?

Financial Planning

Financial Planning


IF YOUR OBJECTIVE IS:
Obtain a holistic perspective of your finances


Get professional investment advice


Establish a financial roadmap to help you navigate through all stages of life


OUR APPROACH IS:
Comprehensive financial assessment


Recommendations for investing, estate and insurance planning, and more


Customized strategic financial plan for reaching your financial goals

DRIVING FINANCIAL PLANNING
Asset Management

Asset Management


IF YOUR OBJECTIVE IS:
Utilize professional investment recommendations


Implementation of your strategic financial plan


Supervision of assets in the changing markets


OUR APPROACH IS:
Put your financial plan into action


Management of your assets


Routine meetings to monitor your progress and make plan adjustments as needed

DRIVING ASSET MANAGEMENT
Risk Management

Risk Management


IF YOUR OBJECTIVE IS:
Provide financial stability for your family


Create a plan to help prepare for the unexpected


Maintain quality of life for your entire life


OUR APPROACH IS: 
Develop comprehensive insurance strategies


Determine appropriate funding options


Ongoing monitoring to be prepared for any changing needs

DRIVING RISK MANAGEMENT

Plan Today for the Future You Desire Tomorrow.

GLOBE WEALTH MANAGEMENT  |  Perspective  |  Planning |   Partnership  |  globewealth.com

<strong>Navigating Your Financial World,&#160;<em>Together</em>.</strong>

Navigating Your Financial World, Together.

Our objective is to provide you with a strategic roadmap to help navigate your financial world and reach your ultimate goal.

In order for us to develop a successful plan, we educate you on how your investments, insurances and tax strategies work in tandem.

A financial plan will give you a baseline of where to begin and a reference point to keep us on track.

PURSUE YOUR GOAL

Meet Our Experienced Team

Stacey Blodgett

Stacey L. Blodgett, CFP®

President, Chief Executive Officer and Wealth Manager

603-296-0063

603-296-0060

Regina Kozsan

Regina M. Kozsan, CFP®

Chief Investment Officer and Wealth Manager

603-296-0063

603-296-0060

Kyle Ross

Kyle M. Ross

Director of Client Relations

603-296-0063

603-296-0060

Richard Johnson

Richard W. Holt Johnson

Vice President, Communications and Business Development

603-296-0063

603-296-0060

Christina White

Christina White

Client Relations Specialist

603-296-0063

603-296-0060

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