Kathy Busch Email & Phone Number

At Global Planning, Inc.® we are Retirement Income Specialists, forward thinking is what smart planning is all about. Our proven planning methodologies are founded on the financial pyramid’s sound structure of balancing an investor’s needs, risk and rewards. Through our Wealth Integration Services, the firm specializes in the design and implementation of sophisticated planning structures that incorporate global institutional and private equity investment strategies for individuals, family offices, foundations, public and private pensions.

What sets Us Apart: Balancing Experience with Knowledge and Wisdom for over 30 years.Global Realty Group’s team has over 30 years of integrated expertise in multiple economic industries: Real Estate, Advisory, Securities, and Risk Management. Utilizing this specialized expertise, our team adopts specific economic and geographic parameters to formulate and manage each project from beginning to end. This unique collaborative environment provides tremendous ‘value add’ to each of our client projects.Today’s challenging real estate climate requires balancing experience with knowledge and wisdom. We understand every commercial and individual property has its own story. Every investor has very different needs and objectives. Contact Us today to ask your specific questions and to start discussions on the advantages we exclusively offer.

Parker, Co

Established and oversees a Branch Office for Independent Financial Group, LLC (IFG). Through my affiliation with IFG a broad spectrum of wealth and investment management services that may be provided to the national clientele of Global Planning, an Independent Registered Investment Advisory Firm. Advisory and Financial Planning Services offered through Global Planning, Inc.® (GPI), a registered investment advisor. Securities and advisory services may be 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.

Parker, Co

Established and oversees an Office of Supervisory Jurisdiction (OSJ) Branch Office for LPL Financial. Through my affiliation with LPL Financial a broad spectrum of wealth and investment management services are provided to the national clientele of Global Planning, an Independent Registered Investment Advisory Firm. Securities offered through LPL Financial, Member FINRA/SIPC.

Managed western region of advisors and designed financial and investment planning strategies for use with investor clientele. Consulted national advisor populous on estate, investment portfolio strategies, and tax management solutions.

Kathy started her career in the oil and gas industry in 1981 trading oil and gas for national pipelines. While developing a national distribution network for royalty and working interests; the network grew in scope to include developers, distribution originators, and investors all benefiting from the collaborative operating structures of petroleum, trading, and transport she designed. This valuable development and management experience graduated her into the advisory and securities wealth management industries.

Ba, Industrial And Organizational Psychology

Advanced, Advisory, Securities, Insurance, Real Estate

• Global Planning, Inc.® is a Registered Investment Advisory Firm - Founder and President • Global Realty Group, LLC. a licensed Real.