TAX-OPTIMIZED FINANCIAL PLANNING
Optimize investment opportunities while managing potential tax implications.
We partner with CPA and estate planning firms to implement solutions that meet the specific needs of their clients.
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Investment advisory services including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Headquarters Advisory Group, LLC. Headquarters Advisory Group, LLC and 1st Global Capital Corp are unaffiliated entities.
Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, TN, VT, and WI. This is not an offer to sell securities in any other state or jurisdiction.
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