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    The Complete Planning Review Process (CPR)

    Because the world has become so complex, the choices we have available in investments and insurance are vast. With no shortage of information available to you at all times, choosing the right financial products, services, and even advisors can be daunting. As an independent firm, free of the inherent biases of offering the products and services of just a single company, we have a unique opportunity to assist our clients by bringing best-of-class solutions to their unique situation. To help our clients navigate the vast choices available, we have developed the Four Step Complete Planning Review Process.

    The Complete Planning Review Process can help assure that your retirement and investment plans are focused on your concerns and desires.

    The First Step is a complete look-forward review of your tax return to determine your current tax situation, identify things like phantom income, incorrect uses of taxable and tax-deferral strategies, as well as a discovery of missed opportunities for offsetting gains and losses. This could be as simple as selling a losing stock to offset a capital gain on a mutual fund that you may have missed by waiting until it was too late. Our Four Step Complete Planning Review Process can help you implement the correct strategy to lower or eliminate certain taxes and find money falling through the cracks now and in your future.

    The Second Step is an income analysis to determine if you are using your income sources
    properly and in the most tax-efficient method. We will also discover if you have adequate income to meet your future needs and the ever-increasing cost of inflation. Your personal inflation rate may be different than government-quoted inflation rates because of the ways in which you actually spend money.

    The Third Step is a risk and fee analysis to ensure your investment risk exposure is one you are comfortable with and is aligned with your investment allocation strategies. It also reveals many of the true fees you are paying in your investments. Research shows that most investors make poor decisions and receive low rates of return and losses because they’re actually taking more risk than they are comfortable with and losing significant money to fees. A simple set of questions will help assure you of what your risk comfort level is and help you avoid losses you are not prepared to handle or were not aware of.

    The Fourth Step is an estate planning review to determine how you would like your assets to transition to your heirs, church, or charities. Rather than simply pay for documents that may or may not reflect your true desires, we discuss and regularly review the intent and mechanics of your estate planning. After all, good financial planning means you’ll have money left over to share. Our review process offers a means to ensure the right people truly benefit from all of your hard work.

    There is no better time to look forward and take control with a Complete Planning Review. Find out if you have problems like phantom income taxation or a wide variety of other tax issues. Are you preparing to buy or sell real estate? Do you need to increase your income stream or lower your risk level? Have you lost a spouse and now have all the financial decisions to make? Are you retiring or rolling over a large sum of money? Are you selling a business? A complete discovery of what you want your money to do for you is the most important first step.

    The true benefit of our Complete Planning Review Process is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks. It assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

    Our Complete Planning Review Process will also help determine what your next steps should be or what other areas need review, such as your pension planning, long term care issues, charitable planning, and more.

    Tax/ Legal Disclosure: Neither Global Financial Private Capital nor GF Investment Services, LLC. offers tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.

    Neither Global Financial Private Capital nor GF Investment Services, LLC. offers tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.

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    Enter your information below to request this Kit including three separate guides that address several retirement topics.
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    Investment Advisory Services Offered through Elevated Capital Advisors, LLC, a Registered Investment Adviser. Insurance Products and Services Offered through Global Plains Financial Services, LLC.

    The following Form ADV Part 2 is available upon request.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.