Our Founder

Kathy A. Busch

Kathy A. Busch is Founder and President of the Global Group of Companies. Global Planning, Inc.® is a financial planning and wealth management firm that has been successfully offering independent investment management advice and financial services to business owners, executives, entrepreneurs and family offices nationwide since 1992.

A 30 year veteran, Ms. Busch has acquired the professional expertise and wisdom to help families navigate life’s events proactively and rationally. She is a nationally recognized Financial Advocate and Wealth Manager. Her published eBook, “Your Retirement in the New Economic Paradigm – Are you Prepared?”, demonstrates her commitment and passion to investor education and innovative planning solutions.

Ms. Busch developed Global Planning’s True Financial AdvocacyTM program to clarify and integrate a holistic analysis of one’s entire financial picture; emotional and lifestyle needs, and wealth management objectives. It is her belief that to effectively strategize and plan for a successful financial outcome, there must be a comprehensive understanding of all tangible and intangible assets. She encourages investors to be realistic - no pie in sky or burying your head in the sand.  It is quite normal to be inspired during Kathy’s discovery process with you.  Embracing your future with eyes wide open, fortified with renewed confidence and knowledge, takes away the worry and the complexity, and replaces it with comfort and simplicity.  Kathy’s disciplined leadership of pioneering investment and planning strategies has empowered pre and post retirees’ wealth for three decades.

Uniting Capital with Opportunity® is the federally registered trademark for the Global Group that signifies our commitment to preferred service and innovative solutions.  Ms. Busch is well-known as an industry subject matter expert in Private Wealth Management as a specialized veteran in the following strategic planning and solution based structures:   

  • Alternative Investments
  • Estate and Financial Planning
  • Pre and Post Retirement – “Guaranteed Income for Life” – Solutions
  • Asset Ownership
  • Business Succession
  • Risk and Tax Management
  • Active and Passive Real Estate Investment Strategies

Credentials: 

  • BA, University of Northern Colorado
  • Global Planning, Inc.® is a Registered Investment Advisory Firm
  • Global Realty Group, LLC. a Licensed Real Estate Consulting Firm – Founder and Managing Broker/Principal
  • Professional member:
    • Certified Commercial Investment Manager (CCIM) Institute
    • National Association of Financial Planning (FPA)
    • National Association of Realtors (NAR)
    • DMCAR – Denver Metro Commercial Association of Realtors
    • The Financial Industry Regulatory Authority (FINRA)
  • Series 6, 7, 24, 26, 63 securities registrations, held with LPL Financial
  • Risk Management Specialist and licensed Insurance Professional

Independent Financial Advisor

Your advocate to maximize wealth in the New Economic Paradigm.

Your Retirement Plan

It's time to start planning for the future.  Establish a retirement plan you can count on, even in these turbulent times.

Retirement Roadmap

If you're like most people you have imagined what your retirement will look like - But have you considered how you're going to get there?

Real Estate Alternative Investments

Are you missing an integral part of a balanced investment portfolio?

Kathy has been more than a financial advisor to many of her clients.  She takes time to listen to each and every client, always taking into account their unique situation.  She has even called herself a Life Advisor - someone her clients can always count on to give them straightforward advice.  She will always advocate on your behalf.