Latest news with #financialsafety
Associated Press
18-05-2025
- Business
- Associated Press
Global Financial Services Founder & Chief Financial Advisor Dave Bahl Highlights the Importance of Safety and Clarity in Retirement Planning
Dave Bahl of Global Financial Services offers a safe and straightforward approach to retirement planning, focusing on never losing principal to market decline and understanding each client's financial purpose. Brookhaven, Georgia, USA, May 18, 2025 -- A Commitment to Safety and Simplicity in Retirement Planning Dave Bahl, the Founder & Chief Financial Advisor of Global Financial Services, emphasizes a simple yet powerful philosophy when it comes to retirement planning: safety first. With over 20 years of experience in the industry, Dave has dedicated himself to ensuring that his clients never lose their principal to market declines. His approach is grounded in the belief that financial peace of mind starts with safety, ensuring that clients can retire with confidence, knowing their savings are secure. 'At Global Financial Services, we understand that the number one concern for retirees is running out of money,' Dave says. 'That's why I focus on solutions where you'll never lose your principal to market decline. You deserve to retire without the worry of fluctuating markets.' Dave further highlights the importance of personalizing financial strategies based on unique needs and changing circumstances, stating, 'Every generation needs a different conversation.' This philosophy ensures that the guidance given is tailored to each individual's life stage, financial situation, and long-term goals. Understanding the Purpose of Your Money Retirement planning is not one-size-fits-all, and Dave knows that the first step in any successful plan is understanding the purpose of the money. Whether the goal is to ensure financial stability for the long term, provide for loved ones, or cover healthcare costs in later years, Dave works closely with each client to identify their unique needs and aspirations. 'The first question I ask my clients is simple: What is the purpose of this money?' Dave explains. 'When you understand the purpose behind your savings, we can create a strategy that meets those goals, making sure your money works for you and not the other way around.' Keeping It Simple and Easy to Understand One of Dave's core principles is making retirement planning easy to understand. Too often, financial conversations can become complex and overwhelming, but Dave has made it a point to keep things clear and straightforward for his clients. By breaking down the essentials of retirement planning into simple terms, Dave ensures that his clients not only feel comfortable with their strategy but are also empowered to make informed decisions about their financial futures. 'I don't believe in complicating things,' Dave says. 'My goal is to make sure that my clients know exactly what they are getting into and understand how their retirement plan will work, step by step. It's all about keeping it simple and clear.' Why Choose Global Financial Services? At Global Financial Services, the approach to retirement planning revolves around understanding each client's goals, ensuring safety from market risks, and providing solutions that are easy to comprehend. Dave Bahl's unique ability to explain complex financial concepts in simple terms, combined with his commitment to protecting his clients' principal, has earned him a trusted place in the hearts of those seeking a secure retirement. For over 5,000 clients, Dave's hands-on approach to retirement planning has been a game-changer, offering personalized guidance and peace of mind. His goal is clear: to help people plan for retirement, get into retirement, and stay in retirement without the fear of outliving their savings. Awarded for Excellence in Retirement Planning Global Financial Services has been named the Best Retirement Specialist at Lake Oconee for 2025 by Best of Best Review. The recognition highlights the firm's specialized approach to retirement planning and its long-standing service to clients in the Lake Oconee region. Details of the award and other honorees can be found on the Best of Best Review website, where Global Financial Services is acknowledged for its leadership and client-focused financial strategies. About Global Financial Services Global Financial Services, led by founder Dave Bahl, is committed to providing customized, secure retirement planning solutions. Specializing in long-term financial security, the firm prioritizes client education, clear communication, and safeguarding principal from market downturns. With over 20 years of experience and a focus on each client's individual needs, Global Financial Services is dedicated to helping clients achieve a comfortable and financially stable retirement. Media Contact: Dave Bahl Founder & Chief Financial Advisor Global Financial Services Contact Info: Name: Dave Bahl Email: Send Email Organization: Global Financial Services Website: Release ID: 89160307 If there are any problems, discrepancies, or queries related to the content presented in this press release, we kindly ask that you notify us immediately at [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our responsive team will be available round-the-clock to address your concerns within 8 hours and take necessary actions to rectify any identified issues or support you with press release takedowns. Ensuring accurate and trustworthy information is our unwavering commitment.
Associated Press
07-05-2025
- Business
- Associated Press
Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud
BOSTON--(BUSINESS WIRE)--May 7, 2025-- Integrated Partners ('Integrated') , a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull . Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families. 'As scammers get smarter, our industry must get smarter, too,' said Andree Mohr , president of Integrated Partners. 'Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It's the kind of practical innovation that fits seamlessly into our advisors' businesses while extending value to the families they serve.' From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated's commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships. 'Fraud and scams have always been a threat—but with AI, they're becoming more sophisticated. But so are we,' said Todd Rovak , co-founder of Carefull. 'This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets—it means safeguarding the trust, identity and daily financial life of every client. We're excited to bring this protection to Integrated's forward-thinking advisor community.' Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that's already enhancing retention, expandingmulti-generational relationships, and driving new assets under management. Advisory firms wishing to learn more about Integrated's suite of back-office technology and organic growth solutions are encouraged to visit . To learn more about how Carefull can help protect your clients, visit . About Integrated Partners Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. Investment advice offered through Integrated Partners, a registered investment advisor. *$21.3 billion in assets under advisement inclusive of $15.6 billion in advisory assets as of 1/31/2025. About Carefull Carefull is the first financial safety platform designed to protect aging adults, their families, and financial advisors from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families and advisors safeguard families' financial well-being. Financial services use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading firms to put financial care into financial services. Learn more at . View source version on CONTACT: Media Contact: For Integrated Partners: Tommy Warburton [email protected] 347-400-3483For Carefull: Becky Ross Head of Marketing [email protected] KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS INDUSTRY KEYWORD: SOFTWARE SENIORS FINANCE PROFESSIONAL SERVICES TECHNOLOGY CONSUMER FINTECH SECURITY SOURCE: Integrated Partners Copyright Business Wire 2025. PUB: 05/07/2025 09:08 AM/DISC: 05/07/2025 09:07 AM
