Financial Services

Global Financial Services

Retirement Plans
To compliment our intent of providing clients with the ability to use a single consulting firm for all employee benefit related issues, our retirement planning specialists work with clients to develop comprehensive retirement solutions. We tailor plans to work with your culture and demographic in mind. We provide you with a single point of contact for all of your retirement plan needs including plan design, compliance, investment management and participant communication.

Attracting, retaining and rewarding your employees are keys to a successful organization. We work with recognized industry leaders to provide you with well known vendors and programs that provide the highest level of service. Each provider is uniquely positioned to offer expertise in different situations. With our thorough review process we are able to sift through the dozens of options and bring forward those that best match your benefits objectives. The end result is a name-brand retirement plan that competitively positions employers.

Executive Compensation
Aside from providing the traditional Defined Contribution and Defined Benefit Plans, we are uniquely positioned to provide you with consulting and brokerage services relating to a variety of Non-Qualified Retirement Plans. Rewarding the Key Employees in your organization may be important not only to the success of your operation but also to facilitating the succession of leadership. Through various non qualified arrangements—such as, Deferred Compensation Plans-- you can attract, retain and reward those executives you consider to be "Key" to your organization’s future.

Individual Planning and Communications
Global's commitment to education pushes us to the forefront in the Employee Benefits and Retirement Planning arenas. Providing on-going training and education to employees is our hallmark and something that clearly distinguishes us from our competitors.

We establish a written plan with each organization to educate and communicate with their employees. By utilizing Web Conferencing, Toll-free numbers for questions and answers sessions, group meetings and individual one-on-one meetings we ensure thorough communication, awareness and education for all employees.

Now, more than ever, employees need to understand the importance of planning for their retirement. Global is committed to providing employees with the honest and straightforward advice they will need to make informed decisions.