The Method 10™ describes the ten key wealth care issues that we systematically address in order to implement comprehensive financial solutions. We understand the emotional tie you have to your finances, and we’re here to help you make guided decisions. Perhaps our greatest service is to provide you with the structure it takes to be successful and allow you to get a good night’s rest.

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Method 10™ Breakdown

Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments

Income Tax and Estate Planning
Tax-Advantaged Investing
Charitable Planning
Trust Services

Includes Asset Preservation
Long-Term Care
Disability Protection
Income Replacement
Creditor Protection

IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance

Business Succession
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention

Wealth Transfer and Tax Reduction
Charitable Gifting
Trust Services

Life Insurance Analysis and Design
Long-Term Care
Disability Protection

Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act/Uniform
Transfer to Minors Act Accounts
Trust Services

Incapacity and Control of Assets

Creditor Protection
Efficient Credit Management

Method 10™ and the Method 10 wheel design are properties of 1st Global Capital Corp. 2014.  All rights reserved.