Mike & Helaina Betancourth
Financial Professional's
Contact:
(951) 202-9577
mike@gfilegend.com
Riverside, California
Customized Wealth Solutions For You and Your Family
GFI offers a comprehensive range of wealth solutions tailored to meet the diverse needs of individuals, families, and businesses. We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer.
Our solutions are designed to empower you to achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
Our Trusted Partners
As part of our commitment to our clients, we offer a vast selection of financial strategies and services through relationships with some of the most well-known providers and carriers in the industry.
All the services you need, in one place
Tax-Free Accumulation
Grow your retirement savings without the tax burden and secure a brighter financial future.
- Roth IRA's
- Roth Conversions
- Cash Value Life Insurance
Principal Protection Programs
Shield your investments from the unpredictability of market losses while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
Children Funds
Secure your child’s future with the Million Dollar Baby Fund. Invest today for a brighter tomorrow with flexible plans tailored to your needs, turning aspirations into achievements.
- Flexible
- Tax-Free
How Our Client Process Works
Step 1. Complimentary Introduction Meeting (Via Zoom or In-Person)
Our first meeting will be a relaxed conversation where we get to know you and your goals without any pressure.
Step 2. We Prepare a Customized Strategy
We organize your information and craft a personalized plan that evaluates and compares all available options from more than a dozen companies.
We do all of this at no cost to you.
Step 3. We Present Your Proposal
During our second meeting, we will present your strategy and make any necessary changes.
Step 4. Annual Reviews
We will stay in contact annually to assess your existing accounts and adapt them to accommodate any changes in your life, income, expenses, employment, etc.
This might be the most important thing you'll ever see regarding your financial future
- Learn how to earn stock market returns without stock market risk.
- Learn how to create a tax-free retirement
- Learn how to create an income stream to fund your retirement you can't outlive
For Ages 20-29
This 10 minute workshop will teach you how to get a head start building tax-free wealth at such a young age.
For Ages 30-55
This 10 minute workshop will expose to you the risks of qualified plans and how to diversify your savings to protect and grow your nest egg free from tax.
Learn More About Business Opportunities With GFI
We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.
Global Financial Impact LLC in the United States
Global Financial Impact Insurance Agency in California
5687 Silver Creek Valley Rd Ste #65, San Jose, CA 95138
California License #6011865
Neither GFI nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.