• 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

Educational Videos

Retirement is on everyone’s mind today. We strive to help educate you on the planning choices you have available. How much does one need to comfortably retire? Will my retirement income last? In today’s economic environment it is critical to stay informed on the changes occurring within our own financial reality. We have compiled several videos that answer questions we hear every day from people we talk with. Click on the titles below and enjoy! Check back often for new videos of interest.

Global Planning specializes in Executive & Entrepreneur Private Wealth

Global Planning Navigates New Economic Reality

Global Planning's Power Of The Entrepreneur

Global Planning's Words of Wisdom - Let's Look Forward

Global Planning's Reliable Retirement Income

Global Planning's Retirement Education

Global Planning Retiree's Post Retirement

Global Planning Plans Your Ultimate Dress Rehearsal

Global Planning Client Family Benefits

Global Planning - Executive Financial Planning Needs

Global Planning - Understanding Wills

Global Planning - Understanding Trusts

Global Planning Life Insurance & Risk Management

Global Planning - Elder Care Options

Global Planning - Trusted Financial Advocate

Global Planning's Success Process - Financial Well Being

Global Planning Gets You Organized - Life In A Box

Global Planning Helps You Defend the War For Your Wallet

Global Planning - What We Do - Forward Thinking is Smart Planning

Global Planning's How Big is Your Retirement Shortfall?

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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