We are providers of Leveraged Planning - an innovative suite of programs designed to reduce risk and increase tax efficiency and selectivity in the financial portfolio of the business owner or physician. Most importantly to our clients, No Leveraged Planning program lost money during the ongoing market downturn.
Leveraged Planning provides these individuals with a unique combination of:
Risk Protection: Leveraged Planning programs shield the participant from downside loss in the markets.
Selectivity: Leveraged Planning programs enable participants to be selective regarding participants.
Tax Efficiency: Leveraged Planning programs are tax efficient in their treatment of gains and they provide for possible tax deductibility of contributions*.
Cost Effective: Leveraged Planning programs make the very efficient use of funds placed into them by utilizing a powerful combination of leverage and compounding.
We are committed to providing our clients with access to reliable, efficient and robust financial products for use in the structuring of a sound portfolio. These programs are funded and backed by some of the strongest and most well funded financial firms in the world. How will you fund your future?
*Decisions regarding tax treatment of a Leveraged Planning program should be made in close consultation with your tax advisor. No claims are made regarding specific treatment of program expenses.
Preserve, Protect, Prosper
& have Peace of Mind
Peace of Mind through Planning
Global Financial Group ("GFG") is an independent, marketing agency, that is separate from, and not under any common ownership with, Global Financial Distributors, Inc. (“GlobalFD”). GFG is authorized to market the Leveraged Planning® program concepts developed by GlobalFD and its affiliates. GFG is solely responsible for the content and adequacy of the information, disclosures, claims, processes and materials that it delivers to its clients. GlobalFD disclaims and does not assume any liability with respect to the adequacy of any such client communications by GFG.
Leveraged Planning® is a trademark of Entaire Global Intellectual Property, Inc. All references to such mark and the content contained herein are used with the permission of the owner. Any Leveraged Planning® program implemented through GFG is subject to the terms and conditions of the final agreements entered into between the client company, its owners and Entaire, and is subject to completion of the qualification and application procedures related to such programs.