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Kris Maksimovich, AIF®, CRPC®, CRC®

President and Founder, Global Wealth Advisors

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 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.

Phone: 972.930.1238 | Email: info@gwadvisors.net | Website: www.gwadvisors.net/ | Facebook: www.facebook.com/gwadvisors/ | LinkedIn: www.linkedin.com/company/gwadvisors/

Woman with a concerned look on her face.

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investing

Is Securities-Based Lending a Good Idea?

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.

May 25, 2022

A boat made out of a $100 floats on blue water.

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Investing for Income

How to Create a Retirement Income Stream

Replacing your paycheck in retirement takes planning. Here are two popular approaches to creating an income stream and the types of assets required to…

April 7, 2022

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estate planning

What Assets Should Be Included in Your Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries, and it can significantly reduce the headaches of pr…

January 16, 2022

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personal finance

‘Advisor’ vs. ‘Adviser’: What’s the Big Deal?

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 profes…

September 5, 2021

Employees follow the leader, walking in a line.

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small business

Guiding Your Company with Business Continuity Planning

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 i…

July 25, 2021

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economy

Should We Be Worried about Inflation?

Several conditions in today’s economic environment are right for a brewing storm of inflation. What’s going on, and should you take action?

June 24, 2021