Important Disclosure Information

Global Planning, Inc. (“GPI”) is a Colorado registered investment adviser located in Parker, CO.   GPI and its representatives are in compliance with the current filing requirements imposed upon Colorado registered investment advisers by those states in which GPI maintains clients.  GPI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  GPI’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of GPI’s web site on the Internet should not be construed by any consumer and/or prospective client as GPI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by GPI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GPI, please contact the State of Colorado or the state securities regulators for those states in which GPI maintains a notice filing.  A copy of GPI’s current written disclosure statement discussing GPI’s business operations, services, and fees is available from GPI upon written request.  GPI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GPI web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment / planning strategy (including those undertaken or recommended by GPI), will be profitable or equal any historical performance level(s).

Certain portions of GPI’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, GPI (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from GPI, or from any other investment professional.  GPI is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to GPI’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from GPI, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to GPI’s web site, to release and hold harmless GPI, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from GPI.