LEGACYPLAN  PATHWAY  

The Global Investment Company is a Financial Consulting Small business that has been serving the Community for almost 40 years. GIC strives to not only offer fiduciary consulting, investment management and investment advice with focus on social and sustainable responsibility but aims to succor clients into leaving a financial Legacy for themselves and future generations to come. Legacy Plan prepares families to build a better and brighter future through understanding and effectively using various financial skills, including personal financial management, budgeting, and investing.

Legacy Plan is a training program facilitated by FDIC trainers and GIC financial consultants. A few of the Financial Wellness and Career trainings topics we will be enlightening participants on are but not limited to; Opening a Bank Account, Setting Financial Goals, Homebuying and Renting, Estate and Retirement Planning, Financial Psychology and many others.

Each family and/or participant will have a Financial Coach that will shepherd you on your journey through the Legacy Plan training. A financial coach is a type of advisor who can help you reach your financial goals by teaching you money management skills, such as how to build savings, create a financial plan or pay debt. Our Financial Coaches are; experienced and accessible to meeting your families’ financial needs.