“Charting Your Financial Course: Retirement Strategies with Global Wealth Management” By C. Grant Conness & Andrew M. Costa

charter-book

About the Book:

Before setting out on any journey — nautical or financial — one must have an idea of where they are, and where they’re heading. This is the premise behind “Charting Your Financial Course,” as well as the driving point behind the practice built by C. Grant Conness and Andrew M. Costa over the past decades.

With true-to-life examples, the financial advising duo take on helping those who want to retire understand the importance of strategies to address:

When to collect Social Security

How to help increase tax efficiency

Ways to help address the risks posed by long-term care

Questions to ask of any prospective financial advisor

and much more

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MEET THE AUTHORS: Grant Conness and Andrew Costa

Co-Founders and Managing Directors of Global Wealth Management

Grant Conness is focused on helping clients achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions.

Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees have greater confidence in the days ahead through sound retirement planning and investment management solutions.

Grant and Andrew are co-founders and managing directors of Global Wealth Management, an SEC Registered Investment Advisor. They co-host “The Global Wealth Show,” airing on NBC, CBS, ABC and FOX. They are regular Kiplinger contributors and have been quoted in major publications such as The Wall Street Journal.

grant-and-andrew

Understand the risks facing today’s retirees — and how to address them with confidence.

“Charting Your Financial Course: Retirement Strategies with Global Wealth Management”

2810 East Oakland Park Blvd., Suite 101 | Fort Lauderdale, FL 33306 | 866-405-1031 | info@askglobalwealth.com

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Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS and GWM are not affiliated entities.

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and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs
of an individual’s situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation. All media appearances are paid placements. By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. 742128 - 10/20