Employee Benefit Services

Information, advice, guidance. Peace-of-mind

We can work with you and your family directly or provide our support services through your company's human resources or benefit administration department.

Personalized services for individuals and families:

  • Life insurance plans
  • Disability insurance plans
  • Long term care plans
  • Education savings plans
  • Divorce planning
  • Integrated tax, retirement and estate planning
  • Tax preparation
  • Financial advisory services
  • Investment services
  • Business succession planning

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 states of AZ,CA,CT,HI,IA,IL,NC,NV,OR,TX and WA. This is not an offer to sell securities in any other jurisdiction.

Module
Module