• 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

Key Numbers 2017 │ Tax reference numbers at a glance

Advisory and Financial Planning services are offered through Global Planning, Inc.® (GPI), a Registered Investment Advisor located and registered in Colorado are a distinct and separate offering from the securities and related services that may be offered through Independent Financial Group, LLC (IFG) Member FINRA & SIPC.  GPI and IFG are unaffiliated.

GPI advisors are currently registered with IFG to offer securities in the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Michigan, Missouri, Nebraska, New Jersey, New York, Oregon, Texas, Washington, and Wyoming. 

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