Global Financial Planning Group, LLC

Global Financial Planning Group, LLC is a Registered Investment Adviser based in Troy, Michigan, providing investment advisory services since 2000. The firm offers wealth and estate management services through financial planning, investment portfolio management, and other financial services. The principal owners are Darryl G. Duerbusch and David B. Leszcynski. They provide discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients can also access financial planning and consulting services, including retirement planning, risk assessment, education funding, investment planning, estate planning, and financial organization. The firm offers a wrap fee program, referral services for establishing and managing 401k plans, and may recommend third-party investment advisers. They primarily advise on equity securities, corporate debt securities, mutual funds, and other investments based on client goals and objectives. The firm charges an annual fee based on a percentage of assets under management, with fees negotiable based on individual circumstances. Clients may terminate agreements with pro-rata charges for services rendered. The firm does not accept performance-based fees or engage in side-by-side management. Global Financial Planning Group, LLC acts as a fiduciary, providing investment discretion to clients and maintaining a focus on client interests.