WHAT WE DO: We help Pre and Post Retirees personalize and prioritize their realistic goals for today's world within the present day economy. WHO WE WORK WITH: Doctors, Entrepreneurs, Executives, Families, Individuals, and various Professionals committed to streamlining their financial and retirement planning. WHY IT WORKS: For over 35 years we’ve had a front row seat to see firsthand what works, what doesn't, and the challenges facing retirees today. We balance Experience with Knowledge and Wisdom to assist clients in creating their optimal planning strategies that work. WHAT MAKES US DIFFERENT: We listen. Avoid cookie cutter or generalized plans and products. HOW IT WORKS: We start with a complimentary consultation via phone and/or virtual web meeting. We send you an initial survey for you to describe and share your specific goals. During our initial meeting we will discuss your needs, and objectives. Upon conclusion we can review next steps. READY TO TALK? Reach out to us directly here on LinkedIn, email us at retire@globalplanning.com, visit us online at www.globalplanning.com or call us at (800) 621-4104.. Advisory and Financial Planning Services offered through Global Planning, Inc.® (GPI), a registered investment advisor. Securities and advisory services offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. GPI and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.globalplanning.com Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.