Founder
Kathy A. Busch is founder and President of Global Planning, Inc.® and has been in the Wealth Management industry for 30 years. Uniting Capital with Opportunity® is the cornerstone of her career with pioneering investment strategies for an eclectic global clientele that include individual investors, family offices, foundations, and industry related groups. Ms. Busch is known as a subject matter expert in both the US and offshore jurisdictions for asset ownership, investment and tax management strategies.
Ms. Busch and the Global Team have advanced expertise in the composition and structuring of asset and investment management portfolios; estate and tax planning; income and retirement blueprinting; and active or passive real estate investment strategies.
To benefit the expanding needs of Global’s clientele, Ms. Busch has achieved advanced expertise in multiple industries. Real Estate Asset Management is just part of the expanded planning services uniquely tailored for Global’s customers. Ms. Busch has successfully negotiated, structured, and closed institutional real estate transactions utilizing Internal Revenue Code §1031 and §1033 tax deferred exchange options for Tenant in Common (fractional ownership interests) and Custom (whole property portfolios); involving multiple parties, programs and strategies domiciled throughout the US.
Meeting the ever changing needs of the investor populous Ms. Busch has expanded her consultancy to include: investment program development and distribution strategies of traded and non-traded securities and educational programs for both qualified advisor and investor participation.
Ms. Busch is an active member in the National Association of Financial Planning (FPA), National Association of Realtors (NAR), Real Estate Investment Securities Association (REISA), and The Financial Investment Regulatory Authority (FINRA).
Professional Education, Licenses and Registrations:
Advisory: President, Global Planning, Inc.®, an Independent Registered Investment Advisory Firm (RIA), since 1990.
Securities: FINRA registrations S6, S26, S7, S24 (established and overseas LPL Financial OSJ* Branch Office since 1990), S63 - licensed in 21 U.S. states and territories – since 1984. *OSJ – Office of Supervisory Jurisdiction
Risk Managment: Insurance licenses - Life, Health, Variable (P&C candidate 2010) – licensed in 12 U.S. states – since 1984
Real Estate: Managing Principal of Global Realty Group, LLC a Premier Real Estate Consulting and Brokerage Firm - established Uniting Capital with Opportunity® as the firms federally registered trademark of preferred service. (CCIM - Certified Commercial Investment Member - candidate 2010)
Education: BS/BA in Finance/Marketing and Psychology, University of Northern Colorado
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