Risk Management


Protecting your finances from the unexpected, like death or disability, is vital to the long-term financial security of your family and/or your business.


  • Life insurance analysis and design

  • Long-term care insurance

  • Income replacement strategies 

  • Disability protection

  • Creditor protection

  • Elder care planning

  • Divorce

  • Incapacitation and control of assets

"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.