Method 10 Elements™



Tax Planning 

Income Tax and Estate Tax Planning

Tax Advantage Investing

Charitable Planning Trust Services


Investment Planning

  Mutual Funds, Exchange Traded Funds

  Private Money Managers

  Asset Allocation and Diversification Strategies

 

Retirement Planning

Sustainable Income Solutions

IRA Rollover and Distribution Planning

Income Projection Analysis


Insurance Planning

Life Insurance and Annuity Audits and Strategy Design

Long Term Care

Disability Protection


Business Planning

Business Succession

Buy-Sell Agreements

Non-Qualified Retirement Plans


Estate Planning

Wealth Transfer and Tax Reduction

Charitable Gifting

Trust Services


Income Protection and Asset Preservation

Income Replacement and Creditor Protection

Long Term Care Insurance

Disability Protection


Education Planning

529 College Saving Plan

Uniform Gift to Minors Act/Uniform



Debt Management

Creditor Protection

Efficient Credit Management


Special Situations

Divorce

Incapacity of Control Assets




Method 10™- Copyright 1st Global 2011












Securities offered through 1st Global Capital Corp, Member FINRA/SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AR, AZ, CA, CO, CT, DC, FL, GA ID, IN, LA, MO, MS, MT, NC, NM, OK, OR, NV, PA, SC, TX, VA, WA, WI and WY.  This is not an offer to sell securities in any other state or jurisdiction.