We can refer you to professionals to help meet your individual needs.
Probate is the potentially lengthy and costly legal process that oversees the transfer of
your assets upon your death. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal estate planning, there is the chance that more of your property may not go where you want it to. We can refer you to a qualified estate planning attorney who can assist you in these matters.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name, email address and phone number below to request your copy.
By providing your contact information, you may be offered information regarding the purchase of insurance products.
Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser ("GFPC"). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. ("GFIS"). Omnitrust Financial Group, GFPC and GFIS are not affiliated entities. One or more individuals at Omnitrust Financial Group are investment adviser representatives of GFPC and may receive compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Omnitrust Financial Group clients. One or more individuals at Omnitrust Financial Group are registered representatives of GFIS and may receive compensation in exchange for the purchase or sale of securities.
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This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security.