Global Planning understands that the way our clients consume information and the way we all communicate is changing. The interactive use of social media and a website have become preferred research and communication tools.

We are pleased to announce new social media tools to help us connect with our valued clients and provide valuable resources to help them make smart financial decisions. Since social media has emerged as a primary way for people to interact and share information, we’ve begun developing a network of contacts in order to stay in-touch with clients through LinkedIn, Twitter and Facebook. These social networking tools provide an outlet where we can consistently offer market commentary, ideas & thoughts and valuable industry information regarding relevant financial topics.

Aside from providing a platform to offer valuable resources for relevant topics, social media is also the primary web tool that fosters two-way discussions, connection and collaboration with our existing clients and new clients.  Social media offers the opportunity to create a community and connect with our clients to identify what is most important to them and to offer solutions.

In addition to our new social media tools, Global Planning has useful assets available at www.globalplanning.com. On our home page, we offer a free retirement readiness kit to help educate our existing clients and new clients learn how to get the most from their retirement savings. Because we know that knowledge is power, we also feature an array of educational videos that explain the basics of important topics you may face when planning for your financial future. Under the “Resources” tab on our site, we also feature links and suggestions aimed toward helping you monitor finances, file your taxes, prevent identity theft and email hacking, and stay informed on relevant financial news topics. 

Through the Client Login portal on our website, existing clients can access their personal website, Wealth Solution Login, which is created to help identify goals and objectives and prioritize what is important. We offer this private, secure personal financial website to help keep our clients’ data consolidated into a clear picture that helps them understand their current financial situation, optimize their cash flow, view real time an investment portfolio, recognize retirement options, save for education, protect assets and much more. Our clients’ online vault provides each client the ability to upload and store important documents and access them from any location with an internet connection. 

Even though we recognize technology as a useful tool, we will never compromise the personal connection we have built with our clients. Our primary goal is to utilize technology as a block in building the foundation of lasting relationships that revolve around clients, their business, and their family’s financial and lifestyle goals so that we can help them every step of the way. As always, if you have questions, comments, or thoughts you wish to share, please do not hesitate to contact us. Call the office at (800) 621-4104, send us an email at retire@globalplanning.com, or contact us through the messaging tool available through our website Contact Us button.

For more information on other retirement topics of interest, go to www.GlobalPlanning.com.

Advisory and Financial Planning Services are offered through Global Planning, Inc®., a Registered Investment Advisor and separate entity from the Securities that may be offered through Independent Financial Group LLC., Member FINRA/SIPC.