Activate map
Specialties
We are retirement income specialists that are committed to your personal financial education while providing you with some of the best possible tax reduction, insurance & investment strategies around.
History
Established in 1990.
Our advice is driven by our company values which include Family, Frugality, Conservation of Principle, and Risk Reduction created by the proper balance between growth assets and principle protected assets.
As a fiduciary, we focus on aligning our insurance and investment advisory services with your personal risk tolerance, time horizon and financial goals.
We do not recommend investment products that reduce the value of your account by commissions from your initial investment.
Meet the Business Owner
Robert S.
Business Owner
Robert provides Life Insurance, Tax Reduction, and Retirement Planning services to clients looking for a small firm connection. He is an avid blogger and Linkedin Pulse contributor. He helps people build a solid financial plan using insurance products and fee only investment advisory services offered through Global Financial Private Capital, LLC, an SEC registered investment adviser.
He is married to Suzanne, has 3 children, a cat and 15 chickens. He likes to paint landscapes and portraits, and his paintings hang on walls from NY City to San Francisco.