• Retirement Planning:
    IRA rollover and distribution planning
    Income projection analysis
    Fixed Income Strategies
  • Investment Planning
    Integrated asset allocation and portfolio design
    Customized asset management programs
    Diversification strategies
    Alternative investments
  • Tax Planning
    Tax preparation
    Income tax and estate tax planning
    Tax-advantaged investing
    Charitable planning
  • Income Protection and Asset Preservation Planning
    Long-term care analysis
    Disability protection planning
  • Insurance Planning
    Life insurance analysis and design
    Long-term care analysis
  • Education Planning
    529 College Savings Plans
  • Estate Planning
    Wealth transfer and tax reduction planning
    Charitable gifting
    Philanthropic and legacy planning
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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
Investment Advisory Services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of PA, Fla, Indiana, MD, TN., New York, Ohio, Texas, Virginia
This is not an offer to sell securities in any other state or jurisdiction.