Life is complicated enough; your financial planning shouldn’t be. This is what the pros at Global Wealth Advisors remember every day as they help clients plan and prepare for the future. Kris Maksimovich, president, founded Global Wealth Advisors 21 years ago with a mission to avoid a one-size-fits-all type of financial planning typically associated with the industry. “We help people by creating an individualized planning experience,” Maksimovich says. “Everyone’s needs are unique, and their planning should be, too.”
Global Wealth Advisors takes a big-picture approach to financial planning and brings a combined 100 years of experience to the table. GWA understands that clients want to worry less about their finances so they can focus on other aspects of life—the inspiration for GWA’s “Live more, Worry less” axiom. “If we can remove the financial worry from what clients deal with daily, they can focus their energy elsewhere,” Maksimovich says. It all starts with an initial call. “This is an opportunity to chat at no charge to see if they would be a candidate for us and vice versa,” he says. “From there, we apply our financial planning process developed over the last 20 years.” The 3P Approach © is a series of steps designed to ensure a client’s plan evolves as their life unfolds. “We address seven pillars of financial success—wealth and risk management, assistance to loved ones, retirement, income tax, and estate planning, and value-added services,” Maksimovich says. “Our clients are partners. We want them to succeed and meet their financial goals.” At every life stage, GWA is a partner to help plan for accumulation, protect assets, and pass a legacy on to the next generation.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.
Global Wealth Advisors
4400 State Hwy 121, Ste. 200
Lewisville, TX 75056