Services

DSF Wealth Management's Investment Management Solutions serve individuals and businesses in all areas of financial planning, including:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Helping make sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investments

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.  Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

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.