Business Planning


The majority of business owners have no written succession plan. If your wealth is tied up in your business, a lack of formal succession planning could be financially and emotionally devastating.


  • Employer retirement services

  • Non-qualified retirement plans

  • Solo-k plans

  • Key employee retention

  • Entity selection

  • Financial and tax projections

  • Business succession

  • Buy-sell agreements

"We Inspire Intentional Living"

Securities offered through Avantax Investment Services   , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services   . Insurance services offered through an Avantax affiliated insurance agency. Method 10® is the property of 1st Global Capital Corp. 2019. All Rights Reserved.