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.
Help Support Pancreatic Cancer Research
In November 2014, Headquarters Advisory Group lost one of its founding partners and trusted friend, Harold Sargent.
Our team is raising money in honor of Hal and in support of the Pancreatic Cancer Action Network. By making a donation to our team, you are supporting efforts to double survival for this terrible disease.
Please click to make a donation today and help us reach our fundraising goal!
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Weekly Economic Update
Talking to your Heirs about your Estate Plan, How the Tax Reformds will take Effect, and more!
The Major Retirement Planning Mistakes, Why Regular Reblanacing Makes Sense, and more!
Why Hvaing A Financial Professional Matters, A New Day for 529 Plans, and more!
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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