Investment Services and Solutions

Through a partnership with 1st Global, your financial advisor can help you with a comprehensive suite of services and customized solutions that cover the entire spectrum of wealth management, including:

  • IRAs (including Traditional IRAs, IRA Rollovers and Roth IRAs)
  • Fee-based asset management solutions, including Unified Management Accounts
  • Education plans including 529 college savings plans
  • Fixed income strategies
  • Retirement income strategies
  • Wealth transfer and estate planning
  • Business planning: qualified plans, business succession
  • Risk management: life, disability and long-term care insurance

Have you had your annual wealth care check up?

Wealth Care* is a disciplined behavior, much like health maintenance. Hover over the squares below to find out how to stay on track, how easy the process is, and how rewarding planning for your future can be.

Income Tax Planning

When was the last time you appraised the value of your business and analyzed your business succession strategy?
Those of us who are self-employed need to ensure proper planning is done so that even after we are gone, our business will continue and our families and customers feel secure during the process. Improper or lack of succession planning could significantly deteriorate the value of your closely held business. Let us help you protect your heirs and customers from this occurrence.

Investment Planning

Have you determined that your investment portfolios are optimally designed to help you reach your goals?
With the use of sophisticated financial projection software, we can help you determine if you are on track to reach your financial goals, and even offer solutions to help you get there more easily.

Retirement Planning

Have you had a professional analysis done to determine if your personal retirement programs will offer you the potential to live the lifestyle you dream of when you retire?
After obtaining a clear picture of what your retirement needs and expectations are, we will analyze your current retirement savings technique to determine whether you will be able to enjoy the lifestyle you deserve in your retirement.

Income Planning

Do you feel certain that if you are disabled, that your income will continue and all of your personal and business expenses will be paid?
We all hope to continue working toward retirement and continue providing for our families and loved ones, but are you prepared if the unlikely occurs? Disability and income protection planning is available to help provide for you and your family should the unexpected occur.

Asset Preservation

Do you feel you have an appropriate amount of life and liability insurance to protect you and your assets from the unique risks of the 21st century?
You have worked hard to get where you are today. Don’t let creditors, aggressive liability attorneys, or estate taxes take it away from you. A variety of entities and investment products exist that can help you retain or replace your net worth in unlikely lawsuits or untimely deaths.

Estate Planning

Do you have a current and properly drafted will, living will, and trusts that disposes you of your estate in the most tax efficient manner and continues your legacy according to your core values and your wishes?
Our firm works with a variety of estate and probate attorneys and would be happy to assist you in finding one that best suits your needs. We have extensive experience in the area of estate, entity, and tax planning to help you preserve your wealth according to your wishes.

Business Planning

When was the last time you appraised the value of your business and analyzed your business succession strategy?
Those of us who are self-employed need to ensure proper planning is done so that even after we are gone, our business will continue and our families and customers feel secure during the process. Improper or lack of succession planning could significantly deteriorate the value of your closely held business. Let us help you protect your heirs and customers from this occurrence.

Education Planning

Have you determined how you will best financially contribute to the education of your children and grandchildren?
The cost of higher education is on the rise. We can help you with tax deferred, and possibly tax free, savings to ensure your family and loved ones have higher education available.

Debt Planning

Do you optimize the use of debt in the most cost efficient and tax advantaged way to meet your personal or your business goals?
Controlling debt can be one of the most stressful areas of your life. Let us help you manage your payments and recommend alternatives to ease your cash flow and help you eliminate revolving consumer debt.

Special Needs

Does anyone in your family have special medical or financial needs (Alzheimer’s, disabilities, alcoholism, drug addiction, M.S.) and have evaluated all solutions available to them and to you?
Providing for your family with special needs is sometimes a difficult task. We can assist you with trusts and other investment vehicles to provide for your loved ones after you are no longer able.

*Method 10™ is the property of 1st Global Capital Corp. 2009. All Rights Reserved.