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To build your plan, we follow a proprietary six-step process that guides us through creating your unique playbook.
We call it the 3P Approach©.

PLAN

We look at your financial goals, potential life changes like retirement or a career move,  your specific compensation and benefits package, income tax optimization, protecting those you care most about through estate planning, your desired level of charitable giving, and any potential business planning needs.

PROSPER

Subsequent meetings expand upon this approach as we explore your personal financial profile in depth and consider how the 7 Pillars might apply as your life unfolds.

PROTECT

As each target is met, we help protect your portfolio from potential hazards.  With you as CEO, we work as your personal CFO to ensure you stay on track by helping you manage your fears and natural responses to them.

THESE 7 PILLARS FORM AN IMPORTANT BASE FOR FINANCIAL SUCCESS

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.