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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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Wealth Management System

Wealth Management is an ongoing process of Creative Planning. If you can’t imagine driving to an unknown destination without a roadmap, then why drive towards your retirement without a comprehensive wealth plan? Our Wealth Advisor team will guide you from where you are today to where you want to be tomorrow and update your needs along your journey. We provide each one of our clients a personalized encrypted financial planning website. We utilize a sophisticated financial system that tracks your finances today to retirement and beyond. 

Our financial system doesn’t just track your finances; it also tracks your life. You can digitally store your important papers and legal documents in a safe, secure electronic vault. Our financial system's robust tools complement the financial planning process, providing cutting-edge reporting and organizational software for viewing account activity and investment performance. Our financial system is a fully integrated program developed for high net worth clients. It can help you consolidate and integrate the various areas of your financial life, in real time, from anywhere in the world with an internet connection 24/7 hours a day. You can be provided paper-based or electronic reports that can be viewed 24/7. 

View our Creative Planning process through the series of our planning videos. Learn how to finally organize your financial world, gain financial confidence with the added comfort knowing your personal economic reality is well in hand. Everything you need is just a mouse click away.

 

Our Difference

  • Services
  • Trusted Financial Advocate
  • Retirement Focused
  • Wealth Management System

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Are you on target to meet your retirement income goals? Click here to test your plan & find out

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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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