PERSONAL SERVICES

• Divorce Planning

• Estate & Trust

• Financial Advisory Services

• Investment Services

• Tax Planning & Preparation

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Questions regarding
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Financial Advisory Services - Our Process

Comprehensive personal financial planning can be viewed as a daunting task, and it's further complicated if you have a family or own a business. Because of this we use a proven, structured method to simplify the process.

First we identify your priorities, learn more about your current situation and goals and pinpoint any issues you haven't yet addressed. The box below shows the ten areas we consider in your financial future.

Second we summarize where you are now in relation to your goals and, together, we prioritize the areas that are most important to take care of first.

Third we build your plan in manageable sections by addressing one issue at a time, so the process isn't overwhelming or confusing. If you have three areas to address, we will have three meetings to discuss each issue thoroughly. It's the same way you'd build a fortress, one brick at a time.

Finally we review your plan every six months, to help you stay on track and learn of any significant life changes that we should take into account.

To schedule a personal finanical review or to request more information, please contact your local office or use our information request form.

Past performance is not a guarantee of future results.

Securities offered through:
1st Global Capital Corp.
8150 N Central Expressway
Dallas, TX 75206
1-800-959-8440

Investment advisory services offered through:
1st Global Advisors, Inc.