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Services

Watch our video to learn how our planning process can help you achieve your important financial and retirement goals.

It is important to us that our clients – and those important to them – have a place of integrity to turn for financial guidance.

We work with our clients to identify what is most important to them and offer solutions. We believe true success is reached when financial resources align with personal values.

Global Specializes In

Financial Planning

  • Estate Planning
  • Retirement Accumulation
  • Retirement Distribution
  • Business Development & Succession
  • Severance Strategies
  • Tax Planning
  • College Planning

Investment Management

  • Annuities
  • Alternative Investments
  • Stocks, Bonds
  • Exchange Traded Funds (ETFs)
  • Certificates of Deposit (CDs)
  • Real Estate Investment Strategies
  • Separately Managed Accounts

Insurance & Risk Management

  • Life Insurance
  • Long Term Care Insurance
  • Disability Coverage
  • Health Insurance

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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