Kathy Busch is Founder and President of the Global Group of Companies.
Global Planning, Inc. (Global) is a Registered Investment Advisory firm. Global is a financial planning and wealth management firm that specializes in optimizing the longevity of pre and post retirees’ financial resources and Guaranteed Income for Life retirement planning strategies since 1992. Global serves a nationwide clientele of Baby Boomers already in or heading into retirement and Professionals transitioning their career preparing for retirement.
Kathy is nationally recognized as a subject matter expert in Private Wealth Management. She developed Global Planning's Wealth Integration Plans™ to clarify and integrate a holistic analysis of one's entire financial picture; adapting to emotional and lifestyle needs, and wealth management objectives and strategies.
Kathy says, “Consumers that are pre and post retirees have unique financial goals and needs, and are best served by personalizing and prioritizing their plans; avoid cookie cutter or generalized plans and products.” Kathy’s disciplined leadership of continuing education, innovative planning and pioneering investment strategies have thoughtfully helped empower pre and post retirees wealth for over three decades.
As a successful financial services veteran for over 30 years, Kathy has had a front row seat to see firsthand the challenges facing today's retirees. Her extensive expertise provides the Knowledge and Wisdom to assist clients in creating their optimal planning strategies that incorporate: business succession, employment transition, estate, financial management, retirement income sources, personalized investment options, insurance risk, real estate and tax planning.
Uniting Capital with Opportunity® is the federally registered trademark for the Global Group that signifies our commitment to preferred service and innovative retirement solutions. Client needs are unique and different and often require multiple strategic planning and solution based investment structures to meet their goals.
Global and Kathy are laser focused on Creative Planning putting Insight into Action. By integrating the longevity of a client’s financial resources can create sustainable strategies and tools to last their lifetimes.
Credentials:
- Founder and President, Global Planning, Inc.®, a Registered Investment Advisory Firm
- Founder and Managing Broker/Principal, Global Realty Group, LLC. a national Licensed Real Estate Consulting Firm
- Professional member - Certified Commercial Investment Manager (CCIM) Institute
- Professional member - National Association of Financial Planning (FPA)
- Professional member - National Association of Realtors (NAR)
- Professional member - Denver Metro Commercial Association of Realtors (DMCAR)
- Registered Securities Professional - Financial Industry Regulatory Authority (FINRA) Series 6, 7, 24, 26, 63 securities registrations, held with Independent Financial Group, LLC. Member FINRA / SIPC.
- Risk Management Specialist and Licensed Multi-Line Insurance Professional in multiple state jurisdictions
- BA, Psychology minors in Finance and Marketing - University of Northern Colorado
Philanthropy:
Kathy is dedicated to the following charitable and community organizations and serves as an active volunteer or committee member:
- Parker Authority for Reinvestment Advisory Committee, Parker, CO
- Fred Hutchinson Cancer Research Center , Seattle, WA
- Habitat for Humanity, Atlanta, GA
- The Independence Fund, Charlotte, NC
- Wounded Warrior Project, Jacksonville, FL
