Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

The GFT Wealth Strategies Process

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the preservation phase. We seek to help minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We work with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

Your Dreams Matter

At GFT Wealth Strategies, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers
  • Asset Preservation Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts  |  Probate  |  Charitable Giving  |  Estate Planning  |  Tax Planning

Insurance products are offered through the insurance business Global Financial Trust. GFT Wealth Strategies is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Global Financial Trust are not subject to Investment Advisor requirements. AEWM and Global Financial Trust are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. GFT Wealth Strategies is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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