• 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

On Demand Seminars

SELECT YOUR SEMINAR...PLAN SMART...RETIRE RIGHT...SLEEP WELL!


I’VE HAVE SPENT OVER THREE DECADES WITH A FRONT ROW SEAT TO SEE FIRSTHAND THE CHALLENGES FACING TODAY'S RETIREES... HERE'S WHAT I KNOW.

 

1.Active Baby Boomer retirees want to know with certainty they will not outlive their money during retirement.

2.Today retirement income planning is vital for pre and post retirees. They have unique financial goals and needs, and are best served by personalizing and prioritizing their plans; avoid cookie cutter, generalized plans or products. Today's retirees require time tested Knowledge and Wisdom that can thoughtfully create longevity of resources and peace of mind through education, innovative planning and pioneering Guaranteed Income for Life strategies.

3.Social Security optimization, regardless of your tax bracket, is critical to get every dime you can from your benefit.Having a game plan before heading to the Social Security Administration is a must.

4. Today women must have a solid foundation and understanding of personal finance and retirement planning. Women are earners and established professionals, it's crucial to be prepared if single or especially if married as divorce is on the rise.

We have created a COMPLIMENTARY Retirement Readiness Kit to show Pre and Post Retirees how to maximize their retirement readiness, and more importantly, to teach those already retired... How to get the most from their retirement savings.

We believe education is paramount in planning today so we have created three view-at-home seminars available 24/7 loaded with worksheets, downloads and ALL are COMPLIMENTARY! You can access all right now by selecting the seminar of your choice... or view all three!  We can help. Find out how, call or email us today retire@globalplanning.com.

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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