Your financial decisions impact every aspect of your life: interpersonal, recreational, professional, mental, physical, spiritual, and emotional. They can either increase your stress and induce worry or bring you confidence and peace of mind.

Without being in the financial field full-time, most people do not have the time to develop and acquire the confidence, level of expertise, or necessary tools to make wise, informed financial decisions on their own. We want to assist in this process. We help our clients define their financial goals and provide strategies to meet them, resulting in a more peaceful, confident lifestyle. Our lives have too many stress points already. We want to help eliminate the financial ones.

YOUR Customer Service

Global Financial Resources, Inc. is dedicated to making customer service easy. We are here to serve you!

Our goal is that you can work with our office instead of going it alone with insurance companies.

Individual and Family SOLUTIONS

Many people spend more time planning for a vacation than planning for their future. We can provide lifetime financial strategies for you and your family to meet your individualized needs and fit your budget.

Financial Planning and Budgeting

  • Budget creation and¬†accountability
  • Retirement planning
  • College savings
  • Debt reduction strategies¬†

Risk Management

  • Whole Life Insurance
  • Term Life Insurance
  • Blended Life Insurance
  • Universal Life Insurance
  • Index Universal Life Insurance
  • Survivorship Life Insurance
  • Disability Insurance
  • Health Insurance
  • Dental Insurance
  • Long-Term Care Insurance
  • Medicare Supplements
  • Cancer Plans

Business and Employee SOLUTIONS

Whether you are a business owner who knows what you want to accomplish for yourself, your family, and your employees or someone who needs help determining the best options, we can assist you in this process.

Business Coaching

  • How to grow your small business
  • Professional business review and action plan
  • Develop mission statement and guiding principles
  • Executive communication skill-building
  • Creating profitable sales and marketing funnels
  • Clarifying your marketing message
  • Productivity tools for teams

Risk Management/Employee Benefits

  • Business Continuation
  • Deferred Compensation
  • Buy-Sell Agreement Funding
  • Key Person Coverage
  • Split-Dollar
  • Payroll Deduction Plans
  • Overhead Expense Coverage
  • Group Health Insurance
  • Group Dental Coverage
  • Group Disability Coverage
  • Group Cancer Coverage
  • Group Long-Term Care Coverage
  • Employee smart dollar management

Agent and Agency SOLUTIONS

As an independent agent, you are afforded significant flexibility in running your business. You are your own boss. You get to make all of the decisions about everything.

Wait. ALL decisions? About EVERYTHING? All by myself?

Don't go it alone. Collaborate with us to find the best solutions for your clients AND the support you need to run your business.

Our agent and agency partners benefit from:

  • Legislative clarity
  • Creative approaches to industry changes
  • Product offerings to fill the gaps
  • Partnership with other industry experts
  • Back office support solutions