Solutions to Your Financial Challenges & Goals

We strive to provide long-term solutions to your financial challenges and goals, and we are committed to offering you advice in every area of your finances. We design our services around 10 key areas of wealth care planning, an approach known as “Method 10®.” Method 10® is a systematic process of discovery, analysis and application designed to help you resolve 10 crucial wealth care issues. From investment planning and income protection to estate planning and debt management, we help you understand your financial situation and implement a plan of action.

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*Method 10® and the Method 10 wheel design are properties of 1st Global Capital Corp. 2015. All rights reserved.

INVESTMENT PLANNING

– Alternative Investments
– Diversification Strategies
– Customized Asset Management Programs
– Integrated Asset Allocation & Portfolio Design

RETIREMENT PLANNING

– IRA Rollover and Distribution Planning
– Income Protection Analysis
– Lifetime Income Distribution Strategies
– Qualified Plan Design and Compliance

INCOME PROTECTION & ASSET PRESERVATION

– Long-Term Care
– Disability Protection
– Income Replacement
– Creditor Protection

ESTATE PLANNING

– Wealth Transfer and Tax Reduction
– Charitable Giving
– Trust Services

EDUCATION PLANNING

– Coverdell Education Savings Accounts
– 529 College Savings Plans
– Uniform Gift to Minors Act/Uniform Transfer to Minor Acts
– Trust Services

BUSINESS PLANNING

– Business Succession
– Buy-sell Agreements
– Non-Qualified Retirement Plans
– Key Employee Retention

SPECIAL SITUATIONS

– Divorce
– Incapacity and Control of Assets

INSURANCE

– Life Insurance Analysis and Design
– Long-Term Care
– Disability Protection

DEBT MANAGEMENT

– Creditor Protection
– Efficient Credit Management

TAX PLANNING

– Tax-Advantage Investing
– Charitable Planning
– Trust Services
– Income Tax and Estate Tax Plans