Management advisory services
We assist our clients with systems for improving their efficiency and profitability from a different viewpoint--using an objective, skilled evaluation. We design information systems and create effective operating controls. Services include assisting in the preparation of forecasts and working capital requirements and obtaining financing for operations, capital additions, and mergers and acquisitions.
Financial services
We offer a full range of financial services to help ensure your financial goals are achieved throughout the various stages of life. These services include retirement planning, life, disability, and long-term care insurance, estate planning and protection, business succession planning; and investment diversification.
Securities and 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 state of AK, AZ,CA,DE,IA,ID,IL,MT,NC,NY,OR,SD,TX,WA and WY. This is not an offer to sell securities in any other jurisdiction.