Regina Kozsan's Contact Details

Regina Kozsan's Company Details

Globe Wealth Management

Concord, NH, US • 5 - 9 Employees
Financial Services

GLOBE WEALTH MANAGEMENT takes a holistic approach to financial planning for individuals, families and organizations in the pursuit of their specific financial goals.Our mission is to provide a UNIQUE PERSPECTIVE into our client's financial world by evaluating all aspects of our client's financial obligations and aspirations.After conducting a comprehensive assessment, we work closely with our clients to develop a STRATEGIC PLAN for pursuing those objectives.And through a DYNAMIC PARTNERSHIP with our clients, we help them be prepared for life's ever-changing needs while remaining on target to pursue their financial ambitions.Perspective | Planning | Partnership | globewealth.comPursuing Generational Wealth Through Strategic Financial PlanningBEGIN YOUR PURSUIT:CHOOSE THE APPROACH THAT WORKS BEST FOR YOU.[ 1 ] FINANCIAL PLANNING:IF YOUR OBJECTIVE IS:Obtain perspective on your finances, Get professional investment advice, Establish a roadmap for retirementOUR APPROACH IS:Customized strategic financial plan[ 2 ] INVESTMENT MANAGEMENT:IF YOUR OBJECTIVE IS:Utilize professional investment advice, Obtain a holistic view of your finances, Implement your strategic financial planOUR APPROACH IS:Investment portfolio implementation, Investment portfolio management, Scheduled financial wellness meetings[ 3 ] MONEY MANAGEMENT COACHING:IF YOUR OBJECTIVE IS:Organize your finances, Establish your financial goals, Develop budgeting and saving techniques, Acquire skills on how to manage debt, Prepare a plan for retirementOUR APPROACH IS: Scheduled financial wellness meetings, Trackable metrics to chart your progress