Wealth Management | Helpful Links

We serve select business owners, executives, and high net worth families.  Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time.  We understand that this is an ongoing process, and not a quick analysis with instant solutions.  Our approach is to take a long term perspective and treat it as an ongoing process.

The following links can provide guidance for some of your questions:

Free Application for Financial Aid (FAFSA):  http://www.fafsa.ed.gov/

FINRA:  http://www.finra.org/
MSRB:  http://www.msrb.org/msrb1/
SEC:  http://www.sec.gov/
FINRA Fund Analyzer: http://apps.finra.org/fundanalyzer/1/fa.aspx
FINRA 529 Calculator: http://apps.finra.org/Investor_Information/Smart/529/Calc/529_Analyzer.asp
Saving for College:  www.savingforcollege.com
About 1st Global: http://www.1stglobal.com/aboutus/index.asp
Upromise:  www.upromise.com
Social Security: www.ssa.gov
IRS: www.irs.gov
Ohio Insurance Department: www.insurance.ohio.gov
Fitch: www.fitchratings.com
Moody’s: www.moodys.com
Standard & Poors:  www.standardandpoors.com
AARP:  www.aarp.com
Medicare:  www.medicare.gov

Certified Financial Planner™ Board of Standards, Inc.:  www.cfp.com

For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.