Financial Planning Services

  • imageCollege & Funding Strategies
  • Estate & Gift Planning
  • Estate & Trust Administration
  • Retirement Planning

Whether you are just beginning a career or have spent a lifetime working hard, saving and accumulating wealth, the decisions you make today could have a lasting effect on your future and the future of your loved ones. Although it’s better to plan in your earlier years, it’s almost never too late to put a plan in place for retirement and transferring of wealth.

Ask yourself:

  • Would I like to provide long-term financial security for my family?
  • Would I like to see my accumulated wealth benefit causes or organizations that are important to me?
  • Do I want to help family members achieve their goals?
  • Do I want family members to take over my family-owned business?
  • Should I start preparing now for my children’s higher education?

If you answered “yes” to any of these questions, then you need a plan to achieve your objectives. Whether it's for education financing, estate, gift or retirement, we can help you develop a plan and make decisions that will allow you to realize your dreams for tomorrow and beyond.

Dream Big

As you approach retirement, you will have goals, dreams and objectives you’ll wish to pursue. However, far too many people reach their retirement years only to realize they do not have the financial resources to retire or to maintain their current standard of living. You should ask yourself: How much income would I need in retirement? Am I taking every advantage of tax-deferred savings plans currently? Will my investments protect against inflation? Can I guarantee myself a fixed cash flow in retirement? How do Social Security and retirement benefits fit into my plan? Do I have a plan in place to make sure make sure my goals, dreams and objectives a re fulfilled?

Plan Ahead

Work hard. Invest wisely. Make prudent, educated decisions. Develop and implement a retirement plan that’s right for you. And if you’re not sure exactly how to achieve your retirement goals and objectives, call us.

We Can Help

We can help you create the plan and make decisions that will allow you to realize your dreams for tomorrow and beyond. We will evaluate your entire financial situation, review your asset ownership and liabilities, review your existing will or trust and related documents, project the value of your potential estate and analyze your employer retirement plan and related benefits. We will then develop a coordinated plan that will accomplish your unique objectives. We will also work with your attorney or other professionals to help you implement your plan.

Securities offered through 1st Global Capital Corp. Member of FINRA, SIPC; Investment advisory services offered through 1st Global Advisors, Inc. We have individuals licensed to offer securities in the states of AZ, CA, NV, OR, and TX. This is not an offer to sell securities in any other state or jurisdiction. Let us show you how to make your retirement dreams come true. Service offered in the Yerington office only