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Global Planning

  •  Tel: (303) 989-8512
  •  Toll Free: (800) 621-4104
  •  Fax: (303) 989-4750
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Global Planning

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    • About Global Planning
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    • Independent Financial Group, LLC
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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

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  2. About Global Planning

About Global Planning

We are uniquely equipped to help clients identify opportunities that align with their values – thus allowing their story to unfold.

Our goal at Global Planning is to be your most trusted advisor through our professional knowledge, our integrity and personalized service that spans over 30 years.  We believe in Straight Talk - telling it like it is, using simple language that people understand.

As Financial Advisors, Advocates and Wealth Managers we focus on the full integration of your financial world through our customized advocacy services, innovative wealth solutions, and our real-time Wealth Management System.

Success creates unique opportunities but it can also create unique challenges.  Our proven process begins with you.  Developing a deep understanding of your values and goals is our first step to discover what is emotionally and financially most important to you.

Our job is to anticipate your needs, make adjustments when required, so you can enjoy the difference balance, comfort, and confidence adds to your life.

Global Planning specializes in serving families and individuals that include:

Executives

Entrepreneurs

Family Offices

Come join us and experience our thoughtful difference as your Trusted Financial Advocate and Wealth Manager in these ever changing economic times!

 

About

  • About Global Planning
  • Our Process
  • Our Founder
  • Independent Financial Group, LLC

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10331 Rancho Montecito Drive
Parker, Colorado 80138
United States

  •  Tel: (303) 989-8512
  •  Toll Free: (800) 621-4104
  •  Fax: (303) 989-4750
  •  Retire@globalplanning.com
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Advisory and Financial Planning services are offered through Global Planning, Inc.® (GPI), a Registered Investment Advisor located and registered in Colorado. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.  GPI and IFG are unaffiliated entities.

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

Check the background of this investment professional on FINRA's BrokerCheck 

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation.

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