Investment Services

Your Retirement

529 College Savings Plans

NOTES: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties assessed under the Internal Revenue Code.
 

Securities offered through 1st Global Capital Corp. Member NASD/SIPC. We have individuals licensed to offer securities in the states of CA, FL, IN, MA, NJ, NY, PA, RI and CT. This is not an offer to sell securities in any other state or jurisdiction.

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 Hunter Financial Services, Inc. Hunter Financial Services, Inc. is not affiliated with 1st Global Capital Corp.
 

Your Personal Success

Where will your life take you next?

Many of our clients have their personal financial goals closely wrapped around the goals of the businesses that they own or manage. However, there are many important areas that, while related, are specific to your personal life choices rather than how you run or manage your business.

When we say that our firm is dedicated to working on the "big picture", quite often it requires a mixture of "thinking big" with forward-looking questions, as well as paying strict attention the little details that help to take you there.

We assembled a few thoughts about your personal financial life that often require the assistance of a certified public accountant.

We've created these pages to be useful to you, as they describe areas in common to many of our current clients. Issues that we address every day.

Death & Taxes

How can I make the tax code work for me as I plan for retirement?

What do I need to know about Alternative Minimum Tax, or AMT? 

Why Have an Estate Plan? 

Family Issues

How will I pay for my children's/grandchildren's College?

Divorce?  I know I need an attorney, but, do I need an accountant that has experience in divorce too?

Gifting. I know at my age I should start thinking about gifting some of my assets to loved ones, but what are my options?

My Retirement

When and how do I want to retire?

What will I do with my business when I am ready to quit? What's my exit strategy?

My Investments

What's a financial plan and why would I want to have one?

How long should I keep important documents?

I have some investments, but I am not happy with how they are being managed.

What do I do with my low cost stock that has made me wealthy??? Protect Your Money…Tax Deferred