• It's your retirement...

    Are you in the driver's seat?

  • Vision

    Addressing Tomorrow's Needs Today

  • Integrity

    Plan Well. Live Well...

    Building Relationships Built on trust

  • Experience

    The knowledge and perspective to make a difference


We are Retirement Income Specialists

Balancing Experience with Knowledge and Wisdom for over 30 years.

Welcome, we can help - it is what we do. There are life and financial decisions throughout the years, but you haven't found anyone to help you through all of it. Until now. 

WHAT WE DO: We help Pre and Post Retirees personalize and prioritize realistic financial goals in today’s economy. We strive to achieve income maximization by providing sustainable financial solutions that can last a lifetime. 

WHO WE WORK WITH: Doctors, Entrepreneurs, Executives, Families, Individuals, and various Professionals committed to streamlining their financial and retirement planning.

WHY IT WORKS: For over 30 years we’ve had a front row seat to see firsthand what works, what doesn't, and the challenges facing retirees today. Our extensive expertise provides the Knowledge and Wisdom to assist clients in creating their personalized optimal planning strategies.

WHAT MAKES US DIFFERENT:  Simply, we listen. Consumers that are pre and post retirees have unique financial goals and needs. We serve our clients by personalizing and prioritizing their plans; avoid cookie cutter or generalized plans and products. Our firm is virtual in nature. We service clients in 25 states and provide each client with 24/7 online support through their own personalized encrypted financial planning website. 

HOW IT WORKS: We start with a complimentary consultation. Describe your specific financial goals and objectives in our initial survey. We first meet via phone or virtual meeting for a meaningful discussion. Upon conclusion we will discuss next steps.

READY TO TALK? Get started today, email your questions to retire@globalplanning.com 

Learn More

The State of Retirement Readiness In America Today

Watch our Success video above and learn how our planning process can help you achieve your important financial goals.

Advisory and Financial Planning services are offered through Global Planning, Inc.® (GPI), a Registered Investment Advisor located and registered in Colorado are a distinct and separate offering from the securities and related services that may be offered through Independent Financial Group, LLC (IFG) Member FINRA & SIPC.  GPI and IFG are unaffiliated.

GPI advisors are currently registered with IFG to offer securities in the following states: Arizona, California, Colorado, Connecticut, Florida, Iowa, Illinois, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon, Texas, Washington, and Wyoming.

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