45% OF WOMEN

​

HERE'S HOW WE'LL CHANGE THAT

OUR WEALTH MANAGEMENT

PROCESS

1. CURRENT SITUATION

Get a complete review of your current financial situation.



2. DISCOVERY MEETING

Our team holds a discovery meeting with you to understand your retirement goals and address your concerns.



3. DIAGNOSIS

Our team performs a review and diagnostic of your current portfolio including risk analysis, cost analysis, income analysis, Social Security analysis and annuity analyzer.



4. PERSONALIZATION

Receive a personalized retirement plan for you including: an investment plan, income plan, tax plan, health care plan and estate plan.



5. EXPECTATIONS

Together we review your strategy again, reiterate expectations, and review accounts. We establish a regular review process and implement advanced planning.



6. A COMPLETE PLAN

Your Retirement Roadmap Review is now complete! Now we believe you will be better prepared to navigate what life sends your way.



7. FINANCIAL FOLDER

Your documentation is organized in a folder with all your key financial papers.



8 REGULAR REVIEW

Ready, set, GO! Once you engage our services, we are with you whenever you need us to help identify and address your financial concerns by providing you with timely, accurate and helpful information.



CHECK US OUT
Facebook

Twitter

GLOBAL WEALTH WOMEN IS A DIVISION

OF GLOBAL WEALTH MANAGEMENT

​

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

​

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS and GWM are not affiliated entities.

​

David Bach does not endorse Global Wealth Management or the presenter. The firm is not affiliated with the US government or any governmental agency. 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

​

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

​

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Global Wealth Management or its representatives is stated or implied. All media appearances are paid placements.

The Society of Financial Awareness "SOFA" is a paid membership organization comprised of professionals of varying specialties. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and/or trademarks are property of their respective owners and no endorsement of Global Wealth Management or its representatives is stated or implied.

​

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

​

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

​

PRIVACY POLICY | TERMS OF USE