Global Financial Private Client

Global Financial Private Client More than Wealth Management, we strive to offer clarity to help you to reach and exceed Life's Goals.

While school’s out and travel schedules are in full swing, it’s important to pause and take time for something important...
06/17/2026

While school’s out and travel schedules are in full swing, it’s important to pause and take time for something important – checking in on your finances, and ensuring your life’s work is protected.🔒

Have you evaluated your insurance coverage recently – and is it enough?🔍 Are your estate planning documents up to date and accessible to not only your family, but the people who are overseeing your success?📃 While everyone is at home, this is a great time to ensure all the people who matter in your life are on the same page. And remember – with Global Financial, your adviser is only a call away whenever you need guidance - https://mygfpc.com/.

Is there truth behind the phase “Sell in May and go away” – or is it just an old adage? 📅🔍 There are traces of seasonali...
06/12/2026

Is there truth behind the phase “Sell in May and go away” – or is it just an old adage? 📅🔍

There are traces of seasonality when it comes to trading. For example, traditionally the S&P 500 has seen modest gains in the summer compared to the winter.📈 But seasons don’t build long-term wealth. It’s about following through on a tailored strategy, tuning out the noise and leaning on your adviser for thoughtful, sound guidance whenever you need it. That’s what our family office is here for - https://mygfpc.com/.

A successor trustee’s responsibility is to the beneficiaries – and it’s their job to be objective.✍️ Not only are they t...
06/10/2026

A successor trustee’s responsibility is to the beneficiaries – and it’s their job to be objective.✍️

Not only are they tasked with carrying out your written wishes, but paying necessary debts and taxes, managing investments and more – all while keeping any family loyalties out of the picture. It’s a difficult task, especially with complex estates, which is why selecting the right successor trustee plays a major role in ensuring your legacy lives on.💰📃Rest assured, we can help you identify the right person to follow through on your clearly defined goals - https://mygfpc.com/.

06/06/2026

Conflicting strategies and disjointed relationships between professionals can have a measurable impact on your wealth.📊

Here’s a snapshot: according to a 2015 study by the White House Council of Economic Advisors, poor financial advice costs Americans roughly $17 billion per year. Having all your advisers on the same page, collaborating together to understand and achieve your endeavors, not only saves you time and gives you clarity in your decision making but also protects your wealth for the future.💰 This is professional network management, tailored to your needs - https://mygfpc.com/.

Charitable giving goes beyond just generosity. It’s about creating meaningful impact – all while planning intentionally ...
06/02/2026

Charitable giving goes beyond just generosity. It’s about creating meaningful impact – all while planning intentionally for the future.✍️⏳

That’s backed up by numbers. According to Foundation Source’s 2026 Donor Survey, 93% of high-net-worth donors plan to maintain or increase their charitable giving this year, despite economic uncertainty in the world. Strategic philanthropy can offer valuable tax advantages when approached thoughtfully with a family office. At Global Financial, we can help you organize and distribute funds in ways that align with your values, long-term wealth goals and legacy 💰 - https://mygfpc.com/.

Freedom is built on bravery and sacrifice. 🇺🇸 This Memorial Day, we honor the courageous men and women who gave everythi...
05/25/2026

Freedom is built on bravery and sacrifice. 🇺🇸

This Memorial Day, we honor the courageous men and women who gave everything to protect America, our values and way of life. Their selflessness will never be forgotten – and their legacies live on in each endeavor we pursue, the wealth we work hard to accumulate, the families we build and successes we experience. 🤝 With utmost gratitude, we remember those who made it all possible.

It may be time for a new chapter in your life, but are you truly prepared? 🔍For many professionals who felt the time was...
05/20/2026

It may be time for a new chapter in your life, but are you truly prepared? 🔍

For many professionals who felt the time was right to exit their business, having a plan for what’s next wasn’t top of mind. In fact, a 2023 study by the Exit Planning Institute found that among the 68% of owners who sought transition advice, 78% still had no formal transition team in place.📃 When it comes to big life events, we’re here to help you strategize and offer careful analysis, so you can be informed and feel comfortable in the decisions you make ✍️ - https://mygfpc.com/.

Global Financial has special news to share, and it’s worth pausing to recognize what this really means – not only for ou...
05/18/2026

Global Financial has special news to share, and it’s worth pausing to recognize what this really means – not only for our team but for you and your family.📰

Recently, Derek Hartman, CFP®, RICP® celebrated his 12th year with our family office. That’s 12 years, dedicated to our clients’ complex needs, contributing to the standards we live by – and being someone our team can proudly lean on every day. What’s most important? Our clients know Derek cares, from the moment he joined us over a decade ago in an entry-level role to now serving as Global Financial’s Vice President, Lead Financial Planner. He’s excited for what’s to come, and so are we. Congratulations, Derek!🎉

Most trusts are settled privately. But in many cases, who you select to be a successor trustee plays a major role in whe...
05/15/2026

Most trusts are settled privately. But in many cases, who you select to be a successor trustee plays a major role in whether your wealth stays out of probate.⚖️

People can make mistakes – and it’s common for successor trustees to be family members who are beneficiaries, often causing disagreements. It’s important to protect your family and preserve your legacy once you’ve passed, and that means picking someone who knows you best. At Global Financial, we can help you identify the right choice to follow through on your clearly defined goals ✍️ - https://mygfpc.com/.

05/12/2026

What risks increase as wealth quickly accumulates?💰⬆️

Geoff Frazier breaks down several potential ways money and assets can be open to exposure as high-net-worth and ultra-high-net-worth individuals and families ascend to greater wealth. One of the main ways to preserve what you have? Build a wall around your wealth by deploying robust asset protection strategies.

But that’s not all – there’s another tip from Geoff, regarding complexity, that you’ll have to hear in this video! 🎥

Address

6000 Cattleridge Drive, Suite 200
Sarasota, FL
34232

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19418677220

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