Services of GloBULL Investments
At GloBULL Investments, while developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, wecustomize appropriate strategies to suit your vision and objectives. Michael Spartz specializes in providing comprehensive financial planning focused on your desired outcomes. Plans may encompass investment management, asset protection, estate planning, wealth transfer, and philanthropic endeavors. He fully recognizes that as his clients progress through life, their needs and goals evolve.
Services include:
- Fiduciary Investment Advice
- Management and Consolidation of IRA, Roth, SEP & 401(k)
- Insurance & Annuities
and Financial Planning such as:
- Retirement Income Planning
- Wealth Transfer
- Philanthropic Needs
- Divorce Planning
If you are looking for a financial advisor, please reach out to Michael for a no-obligation introductory meeting, and he can assist you with reaching for your financial goals.