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Driving Financial Freedom.

What does financial freedom look like to you?

How We Collaborate with You to Navigate Your Financial World:

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


FEE FOR SERVICE:

Our “7 point financial checkup” is the foundation for a customized, strategic financial plan that helps to drive financial freedom for you and your family.


CALL 603-296-0063:

Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about financial planning and associated costs.


CLICK BELOW:
Schedule your complimentary consultation.

DRIVING FINANCIAL PLANNING
Asset Management

Asset Management


IF YOUR OBJECTIVE IS:

- Utilize professional investment recommendations


- Implementation of your customized 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


FEE FOR SERVICE:

Advisory fees are based on a sliding scale. Your specific fees are determined by your exact investment amount.

Breakpoints are available for higher investment amounts.


CALL 603-296-0063:

Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about asset management and associated costs.


CLICK BELOW:
Schedule your complimentary consultation.

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


FEE FOR SERVICE:

Insurance fees may apply and are based on the specific product and/or service.


CALL 603-296-0063:

Talk with one of our CERTIFIED FINANCIAL PLANNERSTM to learn more about risk management and associated costs.


CLICK BELOW:
Schedule your complimentary consultation.

DRIVING RISK MANAGEMENT
<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.

FEE FOR SERVICE:
Globe Wealth Management’s advisory practice is fee-based. Annual advisory fees are calculated simply as a percentage of assets under management. Fees are not based on trading activity or commissions.
The financial planning and asset management fees are current as of January 2022.
Globe Wealth Management reserves the right to adjust our fee structure to reflect current market conditions.
Globe Wealth Management’s Wealth Partners will be informed in a timely manner of any changes to our 
suite of services, or our asset management fees.

Plan Today for the Future You Desire Tomorrow

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

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

Richard Johnson

Richard W. Holt Johnson

Vice President, Communications and Business Development

603-296-0063

603-296-0060

Kyle Ross

Kyle M. Ross

Director of Client Relations

603-296-0063

603-296-0060

Christina White

Christina L. White

Client Relations Specialist

603-296-0063

603-296-0060

Lily Booker

Lily F. Booker

Administrative Assistant

603-296-0063

603-296-0060

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