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Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.

We work closely with a qualified estate-planning attorney who can help you learn more about trusts and how they may benefit you, and we are able to provide you with a referral for a complimentary consultation with him when appropriate.


Do you have questions about trusts?

We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 501 N Cattleman Rd, Ste. 106, Sarasota, FL 34232. (941) 918.0507. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.