GLOBE WEALTH MANAGEMENT takes a holistic approach to financial planning for individuals, families and organizations in the pursuit of their specific financial goals.
PERSPSECTIVEOur mission is to provide a UNIQUE PERSPECTIVE into our client’s financial world by evaluating all aspects of our client’s financial obligations and aspirations.
PLANNINGAfter conducting a comprehensive assessment, we work closely with our clients to develop a STRATEGIC PLAN for pursuing those objectives.
PARTNERSHIPAnd through a DYNAMIC PARTNERSHIP with our clients, we help them be prepared for life’s ever-changing needs while remaining on target to pursue their financial ambitions.
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HANDLING A LAYOFF OR KNOW SOMEONE WHO IS?
WE UNDERSTAND THIS IS A DIFFICULT TIME.With the coronavirus pandemic affecting virtually every facet of American life and severely impacting the markets and economy, many businesses are faced with making difficult decisions to remain solvent. Companies in almost every market sector are looking to restructure and down-size their workforce in the effort to remain open and continue to conduct business in these difficult times.
The unprecedented situation leaves many Americans facing a layoff. A separation from your employment is a nerve-wracking event that leaves many reeling. How long will I be out of work? Do i have a savings cushion that can last until I find a new job? Will I be able to make the payments on my house? Working with your financial advisor, you can begin to take stock of your situation, methodically address your priorities and try to weather this setback without radically restructuring your finances.
PREPARING YOUR FINANCES FOR A HARDSHIP:GLOBE WEALTH MANAGEMENT IS HERE TO HELP.The first step in being prepared for difficult times is having a sound financial plan. Developing a customized strategy with an experienced and informed financial advisor can help you weather the storm by making the right financial decisions to safeguard your assets.
LET'S TALK.GLOBE WEALTH MANAGEMENT offers a complimentary financial planning consultation that conducts a review of your specific situation and provides sound recommendations on how to stay on the path to reaching your ultimate financial goal.