• 240 Crandon Boulevard, Suite 240, Key Biscayne, Miami, FL 33149
  • Support +1 786 373 7988

Our Solutions

Overview

Global RCG Wealth provides financial planning services to high-net worth individuals and families, focused on advice and recommendations concerning investments and investing, asset reallocation, real estate, or special needs planning. We may also work directly with your own Financial Planner or Investment Advisor, providing specialized advice relating to alternative residency and citizenship assets on a global scale.

Our advice includes an evaluation of relevant factors such as your financial situation, risk tolerance, time horizon, and investment objectives, and we may also provide non-investment advice such as developing strategies to achieve retirement or other financial goals, tax optimization strategies, cash flow and budgeting analysis and recommendations, financing and financial education, estate planning, and asset protection strategies.

Financial Position

Financial Position

Financial Position is a review of your financial position to better understand where you are right now. Working with your financial planner will help you determine if you’re making the best choices regarding your balance sheet, cash flow, and debt management.

Risk Management

Risk Management

Your financial planner can analyze your situation and help you protect your income and asset at every stage of your life. Your financial planner can help ensure that you and your loved ones can keep doing what you had originally planned, no matter what surprises life has in store.

Wealth Accumulation

Wealth Accumulation

We can help you review your investment alternatives and suggest ways to get the results your desire. The goal is to help you potentially maximize the return on your investments, taking into consideration financial objectives, time horizon, and personal tolerance for risk.

Tax Management

Tax Management

We work with you to advise income tax strategies by delivering alternative minimum tax strategies by compiling capital gain/loss tactics.



Retirement Planning

Retirement Planning

Regardless of your age or life circumstances, working with your financial planner can help you adapt to your changing needs to help achieve financial independence. The earlier you begin planning, the more sound your financial future can be and the more flexibility and freedom you have to choose when, how, and where you retire.

Estate Planning

Estate Planning

With your financial plan in place, you can pass on a legacy, not a tax burden, to your heirs. Proper estate planning can help you anticipate your future needs and pass on wealth to your family and charities. It can consider the special concerns of families with minor children, business owners, or grandparents who’d like to help their grandkids go to college.

Learn More About Our Financial Planning Services

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