Our 5-Star Client Promise

Meeting your individual needs and exceeding your expectations is what we strive for each day. To embody this goal, we have in place our unique 5-Star Client Promise, a philosophy and set of expectations you can come to count on from our entire company and staff whether you work with our independent financial planning office in Carmel, IN, or Rolling Meadows, IL.

What you can expect to experience at global fund management

  • A direct relationship with us for any questions, concerns or planning needs you may have
  • Quick responses to your calls, emails and messages (absolutely no more than 1 business day)
  • The ability to schedule an in person meeting or office appointment at any time you need it
  • Changes to your financial plan as you need it, with our guidance and support
  • Ongoing monitoring and oversight of your accounts
  • Online account access and the ability to consolidate your accounts in one location
  • Regular account and policy reviews, with up to date account information and performance
  • Any account servicing you need, such as RMD processing, withdrawals, beneficiary changes, etc..
  • All service requests handled in a prompt and expedited manner
  • Frequent communication and correspondence from us to you
  • Educational event opportunities and social activities periodically throughout the year
  • Financial concepts, topics and strategies explained in easy-to-understand language
  • Have your privacy and personal information carefully protected
  • You will at all times be treated in a respectful, courteous and kind manner