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YOUR FINANCIAL LIFE, 
PLANNED FOR THE LONG RUN

A financial plan built for your specific life looks different from one built for anyone else's. We take a global view of your options, a disciplined approach to risk, and the time to understand who you are before we put anything on paper.

Custom Planning Built to Outlast Whatever Comes Next

Every strategy we build is custom from the ground up, constructed around the specifics of your life rather than adapted from a standard model. Risk gets evaluated before reward ever enters the picture, because understanding what you stand to lose is the only honest foundation for deciding what to pursue. The plans we construct are designed to hold up across changing conditions without requiring a complete rebuild every time circumstances shift.


A Global Perspective

We look beyond domestic markets to build strategies that draw on international assets, real estate, and income-generating holdings around the world.

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A Boutique Experience

Every client relationship is treated as the only one that matters, with strategies and plans built from scratch rather than pulled from a shelf.

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A Risk-First Mindset

Before any opportunity is pursued, we take an honest look at what's at stake, because a good outcome starts with understanding the downside.

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WHO WE HELP
You've Spent Years Building This. Now It Needs to Last.

People come to us at different stages and with different concerns, but they tend to share a common thread: they want a financial plan that was actually built for their life, not borrowed from someone else's.

Retirees

Retirees

Retirement changes the financial picture in ways that require a different kind of planning, one that accounts for how long your money needs to last and what it will cost to live well along the way.

Tax-Conscious Investors

Tax-Conscious Investors

For people who suspect they're giving more to taxes than necessary, a year-round planning approach can meaningfully change what they actually get to keep.

Risk-Aware Investors

Risk-Aware Investors

For those who want to understand exactly what they're exposed to in their portfolio, and make sure that exposure aligns with their actual goals and timeline.

WHAT WE DO
A Full Range of Services, Each One Built Around You


Our work spans the full range of what a well-constructed financial life requires. Each service is built around your specific situation, not a standard package.

  • Custom strategies built across global asset classes, drawing on assets that generate income alongside growth, because income has historically recovered faster than price during market downturns.


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  • A comprehensive plan built around your goals, your timeline, and your definition of a good outcome, designed to adapt as your life changes.


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  • A strategy built to last through retirement, accounting for longevity, healthcare costs, and the slow erosion of purchasing power over time.


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  • A year-round approach to reducing your tax burden, so the decisions that affect what you owe are made intentionally rather than after the fact.


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  • A clear-eyed look at where risk actually lives in your portfolio and what it means for your plans, not just as a number on a statement.


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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

A Process That Earns the Right to Plan for You

The way we work together is designed to make sure your plan reflects your life before it reflects anything else.

Finding the Right Fit

Before any numbers are discussed, we talk through your goals, your outlook, and your investment philosophy to make sure we're the right team for you.

Building Your Plan

Once we understand your full picture, we construct a comprehensive financial plan that lays out your options, walks through risk and reward, and reflects your specific situation.

Putting It to Work

With your plan in place, we move into active implementation and ongoing management, monitoring your strategy over time and adjusting as your life and the markets evolve.

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WHO WE ARE 
Independent Advisors with More Than Two Decades of Experience

Darryl Duerbusch and David Leszcynski founded Global Financial Planning Group in 2000 with a shared belief that financial planning should be personal, and that the best investment strategies draw from a broader world than most people are shown. More than two decades later, that founding philosophy still drives every client relationship we have.

Meet Your Team

Insights & Resources

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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Let's Start with a Conversation
The First Meeting Is About You,
Not Your Money

A good financial plan begins with understanding where you are and where you want to go. Reach out to schedule an introductory meeting, and we'll start there, no financial details required.

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