"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.



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