Broker Check

Perception vs. Reality What Can a Million Dollars Buy You? Should I Invest in Gold? WealthSimple Partnership

Investment Philosophy

Do you sometimes wish you had a personal assistant to remind you to save and to help you with your financial goals, or perhaps simply a second look and confirmation that you are moving in the right direction?
This is what we do at Global View Capital Advisors. We work for you and with you, crafting a comprehensive strategy that is yours.   We will help you modify as you reach current goals and set new ones. We make ourselves available to answer your questions and guide you in your financial decisions. Anyone can simply open an account for you; what differentiates us is that we serve people looking for something more—an advocate, a relationship.  Come to the office and chat with us; it will be a step that will change your future.

Our Mission

Design

WE...

  • Listen to identify your dreams and goals
  • Gather, organize and analyze your financial information
  • Make recommendations based upon your needs

Grow

WE...

  • Agree upon clear objectives and risk expectations
  • Monitor your investments and track the progress
  • Refine and revise along the way

Protect

WE...

  • Offer investment strategies with downside protection for unpredictable markets
  • Help protect your family from life's unexpected challenges
  • Assist you with creating a legacy for future generations

What is a fiduciary advisory?




Not all advisors are required to put your interests first.

Only financial advisors who are fiduciaries are required to act in the best interest of their clients. The fiduciary duty is the highest standard of care; it avoids conflicts of interests by acting with undivided loyalty and utmost good faith, even if doing so is contrary to yours.


Here's What to Expect

Get to Know You

During your free consultation with your personal financial advisor, we listen to you.

Know Your Goals

We gather, organize and analyze your financial information. We make recommendations based upon your needs, goals and dreams.

Make a Plan

We agree upon clear objectives and risk expectations. We offer investment strategies with downside protection for unpredictable markets.


Personal Relationship

As your dedicated financial advisor, we monitor your investments and track the progress. We help protect your family from life's unexpected challenges.

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow