Global Financial Trust

Personal service. Proven guidance. Built around your goals.

Global Financial Trust was founded with the goal of assisting our clients in every aspect of their financial lives. We provide personal service, thoughtful planning, and dependable strategies designed to help individuals and families move toward long-term financial confidence.

Retirement Planning Wealth Strategies Estate Planning

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Trusted financial insights featured in major media.

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Stability • Security • Confidence

Take Advantage Now

During these uncertain times, knowing your investments are safe, secure, and earning a guaranteed return can be priceless.

Take advantage of today’s higher yields while they’re available. Gain peace of mind and keep your financial future moving in the right direction.

Give us a call at (616) 956-9900 for more information and to help secure your financial future.

Why Average Investors Fall Behind

Too much of the market’s return never reaches the average investor.

For nearly 25 years, studies have shown that the average stock market investor captures only about one-half of the stock market’s return.

That means if the market returns 10%, the average investor may receive only about 5% — while the rest goes somewhere else. In many cases, odds are that large banks and financial institutions, equipped with better tools and advantages than the average investor, are capturing much of that difference.

One of the greatest wealth transfers in history may be happening right now at the average investor’s expense. Even though many newer financial products claim to help solve this problem, the results tell a different story. If those products were truly working, studies would show the average investor matching — or even beating — the market’s return.

Instead, many of these products have done little to improve outcomes for everyday investors and much more to move hard-earned money into the pockets of Wall Street.

Global Financial Trust was created to take a smart, secure, and simple approach to help level the playing field. Through a process called Results in Advance Financial Planning, our advisors can show you hypothetical projections of the investment selections you are considering before you put your hard-earned dollars into them.

This is a proactive approach instead of the reactive pattern that causes so many people to repeat the same investing behavior while expecting different results. We have created a noninvasive way to securely engage our value offer and help you discover what may work best for you before you invest — not after.

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Results in Advance Planning
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50%
Average investors often capture only about half of the market’s return. That gap can have a major impact on long-term growth, income planning, and overall financial confidence.

Planning for your future starts today.

By making the leap and reaching out to Global Financial Trust, you will kickstart planning for your future.

We guide your journey

We act as your guide throughout your financial planning journey.

Independent & product-agnostic

We are not bound to particular products.

Solutions built around you

We’re focused on finding the solution that is best for YOU.

We know trust is earned

Advice that starts with understanding you.

Your wealth is the result of your hard work and dedication to what matters most.

Too often, financial advice misses the person being advised. We seek to understand what money means to you and support your life well lived.

See How We Plan

Start By Knowing Where You Are

Knowing your Financial Profile can help you decide the next steps on your wealth journey.

Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.

Know your profile

Get a clear snapshot of assets, liabilities, cash flow, and protection—all in one view.

Spot your strengths

Validate what’s working: savings rate, debt strategy, investment mix, and risk comfort.

Find smart improvements

Reveal gaps and prioritize high-impact next steps to move your plan forward.

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Meet the Global Financial Trust Team

Amie Moran
Amie Moran, CRPC®
Co-Founder, Investment Adviser Representative
James Moran
James Moran
Co-Founder, Licensed Financial Professional
Alex Brussow
Alex Brussow
Licensed Financial Professional
Tracy Streiff
Tracy Streiff
Head of Operations
Ann Deal
Ann Deal
Customer Experience

What Can You Expect?

We’ve built a custom financial planning experience that meets you where you are.

  • A Values-Driven Financial Strategy

  • Solutions for Turning Assets into Income

  • Confidence about Your Retirement Future

  • Clarity to Make Today’s Decisions

We’ll plan for the whole journey, together

The Global Financial Trust Way

The Sassano Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1

Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture
Step 2

Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go
Step 3

Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection
Family-First Approach

Global Financial Trust is about Family

Helping people like you find your financial independence has been our passion for over 30 years.

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Family together outdoors, representing a family-first approach to financial planning.
Global Financial Trust

Our Grand Rapids Office

Visit our office, connect with our team, and get the guidance you need to move forward with confidence.

Grand Rapids, Michigan
Office Address
770 Kenmoor Ave SE, Suite 203
Grand Rapids, MI 49546
Fax

(616) 956-9991

Global Financial Trust office at 770 Kenmoor Ave SE, Suite 203, Grand Rapids, MI 49546
Office Location
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