Global View Investment Blog

Estate Planning Tips from a Fiduciary Financial Advisor in Greenville, SC

Retirement is not just about putting your feet up and enjoying a well-earned rest; it's a significant phase of life that requires meticulous planning to protect your lifestyle, financial security, and legacy. One vital component of retirement planning that often gets overlooked is estate planning.

How significant is retirement? It may last 30 years or more. A lot can happen in 30 years. 

In Greenville, South Carolina, you can pursue a more secure financial future by leveraging the experienced guidance and advice on estate planning from a team of fiduciary financial advisors.


The role of a fiduciary financial advisor in Greenville, SC

Think of a fiduciary financial advisor as a lighthouse in a storm, guiding you safely through the rough seas that impact your lifestyle and financial security. You've earned your comfortable lifestyle, and now the big question looms: How do you ensure the right team of financial advisors is managing your assets? 

The term "fiduciary" comes from the Latin word "fiducia," meaning "trust."  A fiduciary is a person who occupies a position of trust. A fiduciary financial advisor is legally bound to always act in your best interests. The bottom line: They should always put your financial interests ahead of their own. Fiduciary is the highest ethical standard in the financial service industry.

Picture your fiduciary advisor as your financial advocate, constantly monitoring the economic environment and providing informed, objective financial advice to protect and nurture your wealth. Their expertise lies in their objectivity, offering advice and strategies tailored to your unique retirement circumstances and goals. Whether planning an extensive world tour or building your dream beach house, they can help you pursue those goals. 

Read our latest Quick Guide on Estate Planning in the Carolinas.


Why is estate planning such a crucial component of retirement planning? 

Estate planning is about more than distributing your assets after you're gone. It's about controlling your wealth while you're still here and ensuring it serves your loved ones after you and your spouse are no longer here. The estate plan is part of a  comprehensive retirement plan that will transfer your assets to future generations and support important causes and organizations you believe in. 

  • One of the primary purposes of estate planning is to help preserve wealth for your beneficiaries. Proper estate planning ensures that your assets will be distributed according to your wishes, minimizing potential disputes or confusion amongst your beneficiaries.
  • As a high-net-worth individual, you may face significant estate taxes upon death. With careful planning, such as using trusts, gifting strategies, and other tactics, you can potentially reduce or even eliminate estate taxes, leaving more for your beneficiaries.
  • Proper estate planning can provide mechanisms to protect your assets from potential creditors or legal judgments. This could be particularly crucial if your estate includes a business or other assets susceptible to these risks.
  • If you believe in philanthropy, estate planning can help you leave a lasting legacy. You can set up charitable trusts or make bequests in your will to organizations close to your heart. These bequests can also produce tax benefits.
  • If part of your wealth is tied up in business interests, a comprehensive estate plan can provide a succession plan. This will ensure that the business continues to operate smoothly and your legacy continues as you envisioned.
  • Estate planning is not only about our eventual demise. It also involves making provisions in case you become incapacitated due to an unexpected illness or injury. Legal documents such as a power of attorney and healthcare directives ensure that someone you trust can make health-related decisions on your behalf.
  • Knowing that you have a plan that takes care of your loved ones and that your wealth will be used and protected in the way you want offers extraordinary peace of mind. This enables you to focus on enjoying your retirement years.


Get to Know Global View Investment Advisors

As fiduciary financial advisors in Greenville, the Global View Investment Advisors team specializes in developing custom retirement and estate plans for successful individuals and their families.  

One word defines our process at Global View: Collaboration. Collaborating with our clients is part of what makes our team different from other advisory firms. We understand the outcomes of different decisions on your financial future and recommend strategies aligning with your financial goals. We work with you to understand all aspects of your personal and professional lives so we can build a plan that addresses your retirement lifestyle and goals for the remainder of your life.  

We believe in melding tax and estate planning strategies into one unified plan for optimal results. This approach can aid in maximizing your wealth for today and the future of your children, grandchildren, and other beneficiaries tomorrow.

At Global View Investment Advisors, our business model is designed to minimize any potential conflicts of interest. You may wonder how to avoid conflicts in a paid profession to manage other people’s money. The truth is that eliminating potential conflicts might not be possible, but we always act in our client’s best interests with full transparency.

We only have one core business practice. We believe in our ability to manage your finances better than you could alone. And our service pays for itself. The best part? You can judge our results based on our comprehensive reporting systems. It's all out in the open for you to view month-by-month.

Being privately owned and operated, we're not answerable to corporate executives or public shareholders. Our sole allegiance lies with you.

From a financial perspective, this means our goals are intertwined with yours. We build trust, earn referrals and grow by delivering on our promises. This ensures that our counsel is always geared towards achieving your long-term goals. Plus, the power to terminate our services always remains in your hands. That’s why we're continuously on our toes, earning your trust. This means our future prosperity is aligned with your future prosperity. We succeed when you succeed.


Global View takes it a notch higher: We invest our assets in the same investments we recommend. We stand firm on our belief that if it is good enough for your portfolio, it is good enough for our personal portfolios. We are in the same rowboat pulling in the right direction.

Our independence is also an important characteristic of our firm. We are free to always act in our client’s best financial interests. This is not always true in the financial service industry. We know firsthand the pressure big public companies put on their advisors to produce the revenue and profit they need to support their stock prices. They often recommend proprietary products that produce more profit for the firm.

We established Global View when we realized investors needed a real representative supporting their financial interests. Our mission is to provide authentic advice, helping you evade common pitfalls and achieve your financial goals. 

With Global View Investment Advisors, you can be confident knowing you're dealing with a team whose interests mirror yours based on client-centric advice and services. There is no substitute for financial advice and services you can trust.

Adam Wiles

Written by Adam Wiles

Adam is a Partner at Global View. Adam’s primary focus is on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying client’s needs and explaining the solutions that meet those needs. He worked with Merrill Lynch for 2 years prior to joining Global View. Prior to Merrill Lynch, Adam worked 10 years, in several trading capacities, within the Commodity Lumber business.

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