Guidance You Can Trust. Strategy You Can Build On.
Helping individuals and families move forward with clarity through personalized financial strategies, income planning, and long-term guidance.
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Comprehensive Financial Services Designed Around You
Our approach focuses on clarity, protection, and long-term strategy—helping you move forward with confidence through every stage of life.
Retirement Planning
We specialize in helping retirees navigate today’s most important financial challenges. Our planning approach is designed to protect your income and create long-term confidence.
- Market Risk Protection
- Reliable Income Strategies
- Long-Term Care Planning
- Spousal Protection
- Liquidity & Access
Wealth Management
Our wealth management strategies are built to help you grow, preserve, and manage your assets efficiently, while aligning with your long-term goals and risk tolerance.
- Strategic portfolio management
- Risk-managed investing
- Tax-efficient strategies
- Ongoing monitoring
Estate Planning
We help ensure your legacy is protected and your wishes are carried out—creating clarity and peace of mind for you and your family.
Insurance Strategies
From protecting income to preserving assets, we design insurance strategies that help safeguard your financial future.
A Strategy Built Around You
Planning for retirement becomes clearer when you work with a team that puts your goals first. Our process is designed to simplify decisions and give you confidence at every step.
Our Planning Philosophy
A simple, proven framework to help you grow your wealth, protect what matters most, and create a lasting legacy.
Build and grow your wealth with purpose.
Strategic planning and investment solutions designed to help your assets grow while aligning with your long-term goals.
- 403B / TSA Plans
- Annuities
- College Funding
- Deferred Income Annuity
- Fixed Indexed Annuities
- Fixed Index Hybrid Annuities
- Immediate Annuity
- Income Planning
- Investment Planning
- Portfolio Management
- Wealth Management
- Wealth Planning
Protect what you’ve worked hard to build.
Risk-managed strategies focused on safeguarding your assets from market volatility, taxes, and unexpected events.
- Asset Protection
- Estate Planning
- Estate Planning Strategies
- Extended Care Solutions
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- IRA Legacy Planning
- Personalized Retirement Strategy
- Safe Money Options
- Tax-Efficient Strategies
- Tax Planning
Create a legacy that lasts.
Thoughtful planning to help you provide for your family, support causes you care about, and leave a meaningful legacy.
- Charitable Giving
- Family Legacy Planning
- Guaranteed Income
- Legacy Planning
- Lifetime Income Planning
- Probate
- Retirement Income Planning
- Retirement Income Strategies
- Social Security
- Tax Strategies and Tax Planning
Explore Resources Designed For You
Access services, protection strategies, and meet the team helping guide your financial future.
Your life will change. And your plan must change with it.
We review progress, adjust strategy, and keep everything aligned with your goals.
- Progress: stay on track
- Adjust: adapt to change
- Update: keep everything current
Our Grand Rapids Office
Visit our office, connect with our team, and get the guidance you need to move forward with confidence.
Grand Rapids, MI 49546
invest@globalfinancialtrustinc.com
Phone