Global View Capital Advisors
The PRO Edge When It Comes To Your Finances
Who we serve
Retirement Savers
People aged 40+ who are working and saving for retirement.
Business Owners
Farmers and ranchers, engineers, dentists, doctors, chiropractors
Women
Women ages 40-60, who expect they may become caregivers
Pre-Retirees
Pre-retirees who want to retire in the next five to 10 years
About Global View Capital Advisors of Idaho Falls
At Global View Capital Advisors of Idaho Falls, we have a proprietary process we utilize called PRO Edge Wealth. Our team of financial advisors uses this process to provide both an offensive as well as defensive wealth strategy to each client. We believe that protecting the wealth you have amassed is as important as growing it is, so that you can achieve your financial goals, live your desired retirement lifestyle, and pass tax-advantaged wealth on to the next generation. Let’s talk!
Fiduciary Focus on the Long-Term
We have a long-term approach with our clients—we want to work with them throughout their lifetimes all the way through retirement, even helping the next generation of children and grandchildren. That is why we choose to be fiduciaries, acting in your best interests at all times. Our fiduciary status mandates the elimination of any structural conflicts of interest and the disclosure of all fees and costs with complete transparency. Being completely above board about everything, and dedicated to you and your family’s goals is the only way we want to work.
Steven P. Sorensen
Investment Adviser Representative, Executive Director
Garth Hassel
Investment Adviser Representative, Executive Director
Christopher Kunz
Investment Adviser Representative, Executive Director
Steven G. Gudmundson
Investment Adviser Representative, Associate Director
Take the PRO Edge Challenge!
If you’ve been told you need to have millions saved before you can retire, you’ll want to take the PRO Edge Wealth Challenge. If your retirement income is banking on a cookie-cutter 60/40 pie chart of stocks and bonds, we’ll show you just how far $500,000 in your portfolio may go in retirement—it may be a lot farther than you think. Best of all, it’s free to get your proposal.
Yes, I’d like to see how far my $500,000 nest egg will go!
