You have dreams and plans for the future. If you’re like most people, you need to save money to make your dreams come true. Our financial advisors can help identify your goals, set priorities and take charge of your financial future.
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College Savings Plans
Paying for a college education is an expensive endeavor. The cost of college is increasing each year and outpacing inflation. We can assist in designing a flexible College Savings Plan that you have control over to help cover your children’s college and higher education costs.
Lifetime, Financial & Retirement Planning
Retiring when you want to with the lifestyle you want takes considerable planning and discipline. Our Lifetime, Financial & Retirement Planning Specialists can help you analyze your current situation and assess the steps you need to take in order to secure a solid foundation for the future.
Money Management
Like an artist or designer’s creative portfolio, no two financial portfolios are alike. In addition to tax advantages and investment flexibility, individually managed accounts offer all of the benefits of mutual funds.Our Money Managementadvisors can help create a customized portfolio based on YOUR personal investment needs.
Wealth Transfer & Preservation
Accumulating savings for your beneficiaries is oftentimes overlooked. However, not having a plan in place could cost your beneficiaries more that half of your wealth when they are left to deal with difficult situations that occur. We can help you implement a wealth plan based on a written set of goals and priorities by looking at your financial future as a whole.
Residential Mortgages
We can locate a residential home mortgage loan program that best fits your needs. With a good understanding of your goals and personal financial situation, we make the mortgage application process easier and eliminate some of the hassles of obtaining a home mortgage.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. www.finra.org. Investment Advisory Services offered through 1st Global Advisors, Inc.Jannsen Wealth Management, S.C. and 1st Global Capital Corp. are unaffiliated entities. We currently have individuals licensed to offer securities in the states of CA, FL, IA, IL, IN, MI, NV and WI. This is not an offer to sell securities in any other state or jurisdiction.