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  •  Toll Free: (800) 621-4104
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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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National Real Estate Consulting and Investment Needs:

  • Global Realty Group, LLC.

 

Taxes:

  • Internal Revenue Service

 

Government Agencies:

  • Social Security Administration

 

News:

  • The Wall Street Journal
  • Barron's

 

Others:

  • FinAid! - Help with planning for college payments 1-724-538-4500

The Three Credit Bureaus – for credit reports, credit scores, fraud protection:

  • Equifax - 1-800-525-6285
  • Experian - 1-888-397-3742
  • TransUnion - Fraud Victim Assistance Division 1-800-680-7289

The steps below should help if you believe you are a victim of any of the following situations.

Email Hacking

  1. Change all of your online passwords
  2. Take your computer to have it professionally cleaned
  3. Contact the FBI’s Internet Crime Complaint Center

Identity Theft

  1. Review credit reports and place a fraud alert on them
  2. Close accounts you know or suspect were tampered with
  3. File a complaint with the Federal Trade Commission (FTC)
  4. File a police report where the identity theft took place (and bring a copy of the FTC complaint form)
  5. Notify all financial institutions that there has been a breach of PII so they can place the proper restrictions on your accounts
  6. Obtain identity protection (i.e. LifeLock)

Mail Theft

  1. Contact U.S. Postal Inspection Service complaint center at (877) 876-2455

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Resources

  • Useful Websites
  • Featured Articles
  • Blogs

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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, Florida, Hawaii, Iowa, Michigan, Missouri, Nebraska, New Jersey, New York, Oregon, Texas, Washington, and Wyoming.

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

View Privacy Policy / Disclosures

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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