About Global Financial
Formed in 1994, Global Financial and its affiliated entities provide comprehensive wealth management solutions which focus on the:
- Preservation of Capital
- Identification and Reduction of unnecessary Costs, Risks and Conflicts of Interest
- Definition and disclosure of the inherent Risks and Expenses associated with Investment Solutions
Global Financial is an independent financial organization which means we are free to operate to fully disclosed, fiduciary standards.
Our aim is to deliver ‘best in class’ advice and investment solutions on a ‘best interests of our clients’ basis.
We serve both retail and institutional clients from over 200 offices across the United States.
As a 401(k) Plan Sponsor, complying with the new Department of Labor (DoL) regulations is not difficult but it may require urgent attention. You have a fiduciary duty with responsibilities enforced by the DoL. Find out more... FREE Legal 401(k) Risk AnalysisOur free legal risk analysis reviews your exposure to fiduciary liability and informs you of the corrective action required. This analysis is good practice and demonstrates proper fiduciary oversight. | Annual Fees have direct impact on Investment Returns. The more the Plan pays, the less employees save for their retirement. You have a fiduciary duty to ensure fees are reasonable and not excessive. Find out more... FREE 401(k) Cost ComparisonOur FREE 401(k) Cost Comparison lists all your current Plan fees and compares them with two alternatives. This comparison can be used to demonstrate proper fiduciary oversight. |
