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

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Business Cycle

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

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Your Cash Flow Statement

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

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow