| Financial Planning |
| Global Investment & Risk Advisors, LLC |
| 239 601 1673 |
| Phone |
 |
| Step by Step Financial Planning |
| Address 1921 Timarron Way Naples, FL 34109-3321 |
| While it is easy to brag about the latest hot stock pick, personal financial success depends on more than buying and selling assets. Without a clear plan, the financial situation feels more like a rudderless boat, not knowing where it is headed.
At GIRA we emphasize the development of a sound financial plan, addressing current and future needs, including the accumulation management and use of retirement assets, funding of medical emergencies and long-term care, as well as a tax efficient transfer of your estate to the next generation or charity. Financial Planning by GIRA is fully integrated and as a minimum takes into account the following: Consumption and Savings Debt Insurance Investment Taxation Retirement Estates / Trusts While much of the planning work is performed at the outset of a relationship with GIRA, the plan will influence or dictate any financial decision made in the future. As circumstances evolve, the plan may require adjustments over time. |
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