Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®
Kris Maksimovich helps people find advanced solutions to complex financial situations. He formed Global Wealth Advisors to meet independence from in-house products using a proprietary 3P Approach© to planning. Whether the goal is wealth preservation, asset protection, retirement income, college funding, business succession, estate planning or a combination, he helps people put the pieces of their financial puzzle together.
Kris is an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, Certified Retirement Counselor®, and holds a BS in Finance from Southwest Missouri State University. Since Global Wealth Advisors was formed in 2008, the firm has continued to expand with offices around the country.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.
Latest articles by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®
REITs Unveiled: A Comprehensive Guide for Investors
Real estate investment trusts, or REITs, are great for diversifying your portfolio and earning regular income. Explore their benefits and risks here.
Five Ways to Get Key Employees to Ride Out Big Changes
Business transitions can be difficult on workers, but company owners can take steps to incentivize key employees to stick around during times of change.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Published
What Assets Should You Put (or Not Put) in Your Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. While some assets belong in a trust, what assets cannot be placed in a trust?
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Last updatedestate planning
Is Securities-Based Lending a Good Idea?
investing Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Publishedinvesting
How to Create a Retirement Income Stream
Investing for Income Replacing your paycheck in retirement takes planning. Here are two popular approaches to creating an income stream and the types of assets required to fuel them.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® PublishedInvesting for Income
‘Advisor’ vs. ‘Adviser’: What’s the Big Deal?
personal finance You’ve seen the term written both ways, so which one is right – and can one simple letter make a difference in the credentials of the financial professionals you work with? Here’s the backstory of how the two terms diverged and what it could mean for you.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Publishedpersonal finance
Guiding Your Company with Business Continuity Planning
small business As they say, if you fail to plan, you’re planning to fail. And you don’t want your business to fail, so get planning! Here are some concepts to keep in mind as you get started.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Publishedsmall business
Should We Be Worried about Inflation?
economy Several conditions in today’s economic environment are right for a brewing storm of inflation. What’s going on, and should you take action?
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Publishedeconomy