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Financial Planning and Consulting Services:
  • Confidently entrust Global Advisors to create a realistic financial plan for your life; we use the industry's best software and tools. We offer the plan on a one-time or ongoing basis.
  • Our financial planning services include a complete evaluation of an investor's current and future financial state provided by using currently known variables to predict future cash flows, asset values, and withdrawal plans. Global Advisors will use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing a financial plan.
  • Our service is fee-based, which is reasonable to the industry standard. Please refer to our Disclosure Brochure, Form ADV Part 2A on the SEC’s website at www.advisorsinfo.sec.gov or contact us at www.globaladvisors.llc.
  • The typical topics may include but are not limited to:
    • Financial goals: These include funding a college education for the children, buying a larger home, starting a business, retiring on time, or leaving a legacy.
    • Personal net worth statements: A snapshot of assets and liabilities serves as a benchmark for measuring progress towards financial goals.
    • Cash flow analysis: An income and spending plan determines how much can be set aside for debt repayment, savings, and investing each month.
    • Retirement strategy: A strategy for achieving retirement independent of other financial priorities, with a strategy for accumulating the required retirement capital.
    • Comprehensive risk management plan: Identify all risk exposures and provide the necessary coverage to protect the family and its assets against financial loss.
    • Long-term investment plan: A customized asset allocation strategy based on specific investment objectives and a risk profile; buying, and selling investments, and establishing benchmarks for performance review.
    • Tax reduction strategies: Identify ways to minimize income taxes to the extent permissible by the tax code; tax-favored investment vehicles that can reduce taxation of investment income.
    • Estate preservation: Help update accounts, review beneficiaries for retirement accounts and life insurance; a look at your current estate planning document to update your plan when the legal environment changes or a major life event.
  • We also offer consultation services for clients who need assistance with individual topics.

Please contact our principal registered investment advisor Ravdeep Bhasin who holds multiple FINRA & other financial certifications. He also holds a CA life insurance license (#4148520). His direct phone number is 408-613-3876 or ravdeep@globaladvisors.llc