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    Global Financial

    Who is Global Financial?

    Global Financial is a leading provider of comprehensive, fully integrated wealth management services for institutional and individual investors.

    Our main decision to partner with Global Financial is that their core values and business philosophy align with ours at Franklin Planning, which is to have relationships with clients that are based on disclosure, transparency and the common alignment of interests. These fiduciary relationships ensure that we put our clients’ best interest first.

    Our relationship with Global Financial allows us to spend more time with clients and less time managing operations, regulation, compliance and technology. It provides our firm a team of CFPs to assist with financial planning, administrative assistance and compliance review.

    Global Financial is a Registered Investment Advisor (RIA). Carol Schmidlin is an Investment Advisory Representative (IAR) under Global Financial.

    To learn more about Global Financial, please visit this website: www.gf-pc.com