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GLOBAL WEALTH ADVISORS LLC
Registered Investment Advisor
 
Services
 
  • Investment Management
    • Low-cost Global Investment Approach
    • Dimensional Fund Advisors Funds
    • Tax Deferred and Tax Efficient Portfolios
  • Retirement Planning
    • IRA Rollovers
    • Qualified Plan Recommendations
    • Retirement Income Projections
  • Financial Planning
    • Segmented Planning
    • Coordinated Financial Planning
  • Estate Planning Assistance 
    • Wills
    • Trusts
      • Revocable
      • Irrevocable
      • Special Needs
    • Durable Powers of Attorney
    • Health Care Powers of Attorney
  • Tax Return Review
    • Personal Return
    • Business Return
 
 
 
All services include coordination with other advisors.
                


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