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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

Design

WE...

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

Grow

WE...

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

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

Get to Know You

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

Know Your Goals

Know Your Goals

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

Make a Plan

Make a Plan

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


Personal Relationship

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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

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

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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