Danielle M. Medrano

Licensed Financial Professional - Associate | Global Financial Impact

Helping individuals and families protect, grow, and purposefully direct their wealth through education, mentorship, and personalized financial strategies.

Smart Financial Strategies for Today’s Challenges

Built for People Who Want More Than Just Wealth

I serve individuals, families, and business owners who want clarity, confidence, and purpose behind their decisions.


Many of the people I work with were never taught how to properly protect what they’re building or how to plan for the future in a way that aligns with their values.


My role is to provide education, guidance, and personalized strategies that help them take ownership of their financial future and turn hard work into lasting impact and legacy.

Individuals & families

Business owners

First-generation wealth builders

Pre-retirees & planners

Financial Confusion Is Common — Clear Guidance Is Not

Many people are doing everything right—working hard, saving when they can, and trying to make responsible decisions—yet still feel unsure about their financial future. Conflicting information, complex terminology, and sales-driven advice often leave people more confused than confident. Without clear education and trusted guidance, it’s difficult to know which choices truly support long-term security and the legacy you want to create.

Clarity First. Strategy With Purpose.

A simple process.

Educate

Plain-language financial education so you understand your options.

Strategize

Personalized plans aligned with your goals and values.

Protect & Grow

Solutions designed for long-term stability and impact.

  • Financial Education & Mentorship
  • Wealth Protection Strategies
  • Retirement & Legacy Planning
  • Business & Family Wealth Solutions

How We Support Your Financial Journey

Client Services

We refused to build anything around what benefits the company first. If the product doesn’t serve the client’s best interest, it doesn’t belong here. Period.

Tax-Advantaged Wealth Accumulation Strategies

Teaching families how to build wealth TAX FREE.

Asset Protection & Qualified Plan Rollovers

Educating families how to rollover their old retirement accounts into a better strategy.

Business Owner Strategies

The 2 biggest worries for all business owners are, losing their top employee and paying too much in taxes. we have strategies in place that can alleviate that burden for them.

Life Insurance, Living Benefits, & Final Expense

Indexed Growth Roth IRA, SEP IRA, Traditional IRA

Debt Management

We teach our clients how to properly protect themselves so when the inevitable happens, their families will be taken care of.

We educate clients how to invest into accounts the minimize loss in the market.

We help create a plan to become debt free.

Asset Protection & Qualified Plan Rollovers

Guaranteed income, long term protection, life-long peace of mind.

The Problem

Market Volatility

Money goes into the 401(K) pre-tax and it's then invested into the stock market.

Taxes

As taxes rise, you risk losing more of your money when you reach retirement age.

Penalties & Fees
  • No matter what age you start to access your money in the 401(K) you will have to pay State and Federal Taxes. 
  • If you access the funds before age 59½, you pay a penalty.
  • If you don't access the funds by age 73, you are required to take a minimum distribution or pay a penalty of 25%.
  • Hidden Fees 1-3%

Most people are putting their life savings into a program where they don't understand the rules or how the money is invested

Guiding the Great Wealth Transfer

The Solution

Tax free retirement
Convert taxable retirement to a tax-free retirement when you move your money into a vehicle where taxes are paid upfront and the interest grows tax free. 
Note: These accounts have averaged 9% over the last 30 years. 
Protection

The life insurance, plus the cash value, is going to transfer to the beneficiary 100% tax-free and avoid probate.

Additional Benefits
  • College Planning
One of the most popular ways to save for a child's future since it does not count against you when applying for financial aid and it can be used for anything. 

  • Emergencies
Allows you to access your money with flexibility.

  • Savings
Earn an average of 9% vs what the bank is giving. 

  • Potential Bonus
Upon qualifications you may be able to earn a bonus on the money that is being moved from 10% to 20%.

Put a G.R.I.P on your money where you get guarantees using the indexed growth. No penalties or fees for rolling money over

What this means for you

  • Confidence in decisions
  • Family protection
  • Clear retirement direction
  • A plan that creates generational impact

Danielle M. Medrano

Welcome to the official site of Danielle M. Medrano. I am professional financial strategist in Las Cruces area of New Mexico.

Licensed Financial Professional

ABOUT ME

mobile: (505) 686-2631

email: medrano.danielle94@gmail.com

www.globalfinancialimpact.com

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I am a licensed insurance professional and financial educator. I am not a legal, tax, or accounting advisor. Any information provided is for educational purposes only and should not be construed as legal or tax advice. My role is to educate individuals on the financial strategies and insurance options that some people choose to use, how those strategies generally work, and why they may be appropriate in certain situations. All decisions are ultimately made by the client after considering their personal goals, risk tolerance, and guidance from their tax or legal advisors. Insurance products are subject to underwriting, policy terms, conditions, limitations, and exclusions. Guarantees, if any, are backed by the claims-paying ability of the issuing insurance carrier.

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