Method 10™
Investment Planning
- Integrated Asset Allocation and Portfolio Design
- Customized Asset Management Programs
- Diversification Strategies
- Alternative Investments
Tax Planning
- Income Tax and Estate Tax Planning
- Tax-Advantaged Investing
- Charitable Planning
Income Protection and Asset Preservation
- Long-Term Care
- Disability Protection
- Income Replacement
- Creditor Protection
Retirement Planning
- IRA Rollover and Distribution Planning
- Income Projection Analysis
- Fixed Income Strategies
- Qualified Plan Design and Compliance
Business Planning
- Business Succession
- Buy-Sell Agreements
- Non-Qualified Retirement Plans
- Key Employee Retention
Estate Planning
- Wealth Transfer and Tax Reduction
- Charitable Gifting
- Trust Services
Insurance
- Life Insurance Analysis and Design
- Long-Term Care
- Disability Protection
Education Planning
- Coverdell Education Savings Accounts
- 529 College Savings Plans
- Uniform Gift to Minors Act/Uniform Transfer to Minors Act Accounts
- Trust Services
Special Situations
- Incapacity and Control of Assets
- Debt Management
- Creditor Protection
- Efficient Credit Management
Debt Management
- Creditor Protection
- Efficient Credit Management
Method 10™ and Method 10 wheel design are properties of 1st Global Capital Corp. Copyright 2018. All rights reserved.
