At GFT Wealth Strategies, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Amie Moran Co-Founder, Investment Adviser Representative
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Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Insurance products are offered through the insurance business Global Financial Trust. Global Wealth Strategies is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Global Financial Trust are not subject to Investment Advisor requirements. AEWM and Global Financial Trust are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Global Wealth Strategies is not affiliated with or endorsed by the U.S. Government or any governmental agency.
4 things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
- How to decide how much of your savings should be invested in the market
- A simple calculation to help determine whether you've saved enough to retire
- Alternative methods to create income without relying on a volatile stock market
Come Meet with Us
To learn more about GFT Wealth Strategies or to schedule a no-obligation meeting, contact us today!