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COMPREHENSIVE PERSONAL WEALTH


The 10 key wealthcare issues we systematically address in order to implement comprehensive financial solutions are:



Investment Planning Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments

Tax Planning Income Tax and Estate Tax Planning
Tax-Advantaged Investing
Charitable Planning
Trust Services

Income Protection and Asset Preservation Long-Term Care Insurance
Disability Protection
Income Replacement
Creditor Protection

Retirement Planning IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance

Business Planning Business Succession
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention

Estate Planning Wealth Transfer and Tax Reduction
Charitable Gifting
Trust Services

Insurance Life Insurance Analysis and Design
Long-Term Care Insurance
Disability Protection

Education Planning Coverdell Education Savings Accounts
529 College Savings Plan
UGMA/UTMA Accounts

Special Situations Divorce
Incapacitation and Control of Assets

Debt Management Creditor Protection
Efficient Credit Management


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Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2018.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of
California, Colorado, Florida, Indiana, Kentucky, Massachusetts, Minnesota,
Nevada, New York, North Carolina, Ohio, Texas, Virginia and Wisconsin.
This is not an offer to sell securities in any other state or jurisdiction.

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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


Check the background of this financial professional on FINRA's BrokerCheck.