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The World is a Different Place.

Over the years, many Americans have been sold on the concept that diversification and asset allocation, a prudent strategy for retirement and wealth savings, occurs when clients choose a couple of stocks, throw in a few large cap, small cap, and international mutual funds, and top it off with a bond fund.  As we have seen, this represents little diversification and even less in the way of a financial plan.  The money management strategies of the past 20 years do not yield the results or security once thought. After careful consideration of your financial personality, risk tolerance, and objectives, our team will craft a plan that may include some of the following products:

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Efinity Financial and Global Financial Private Capital make no representations or warranties about the accuracy, reliability, completeness or timeliness of the contents of these links and do not recommend or endorse any specific information herein. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. The information contained on this website is for information and education only. It is not intended to provide accounting, legal, or tax advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. Annuity and insurance product guarantees are backed by the financial strength of the issuing company, and are not offered through Global Financial Private Capital.

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