The 10 key wealthcare issues that you and your financial advisor systematically address in order to implement comprehensive financial solutions.

Investment Planning

  • Securities offered through 1st Global Capital Corp., Member FINRA and SIPC
  • Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states AL, AZ, CA, FL, GA, IL, KS, NC, OH, OK, OR, TN, TX and WA. This is not an offer to sell securities in any other state or jurisdiction.
  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments

Tax Planning

  • Income Tax and Estate Tax Planning
  • Tax-deferred Investing
  • Charitable Planning
  • Trust Services

Retirement Planning

  • IRA Rollover and Distribution Planning
  • Income Protection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

Education Planning

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

Income Protection and Asset Preservation

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

Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Gifting
  • Trust Services

Insurance Planning

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

Insurance services offered through 1st Global Insurance Services, Inc.

Debt Management

  • Creditor Protection
  • Efficient Credit Management

Business Planning

  • Business Succession
  • Buy-Sell Agreements
  • Non-Qualified Retirement Plans
  • Key Employee Retention

Special Situations

  • Divorce
  • Incapacity and Control of Assets

Method 10® is the property of 1st Global Capital Corp. 2017. All Rights Reserved.
Diversification of your overall investment portfolio does not assure a profit or protect against a loss in declining markets.