A Comprehensive Retirement and Estate Preservation Program

We believe that in order to live comfortably in retirement and leave a legacy for your children and grandchildren, you need to have the four pillars for a sound retirement and estate plan:

Retirement Income Planning

With today’s uncertainty the last thing you need to worry about is outliving your income.

Imagine not having to worry anymore. Our clients receive guaranteed income for life, even if they live beyond 100.

Asset Protection

Are you confident that your money and other assets would be distributed according to your wishes if you no longer could manage it yourself? We can help.

Probate Avoidance

A will does not avoid probate! A will guarantees that your estate will go through probate.

All documents in probate proceedings are public records, thus assuring that anyone may know your private affairs.

In addition, your will provides no protection from incapacity or incompetency.

Tax Minimization

In many cases, if one relies on their accountant to be a strategic tax planner, they may be missing significant tax-saving opportunities.

Global One Advisors, along with its estate planning and tax attorneys, has developed unique strategies by incorporating our knowledge of insurance, trust and tax.

We tailor them to your unique situation to increase your spendable income and very often educate your accountant on new strategies.