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CEC Interview at AICPA Conference

Financial Services

Financial Services

1st Global becomes Avantax Wealth ManagementSM

We believe in delivering personalized, superior service beyond comparison. We have the skills and knowledge to take a look at your complete financial situation. CEC will take the time to look at each piece of your financial puzzle and design custom solutions that you are comfortable with and will position you for future success.


We understand that financial planning lasts a lifetime and we are prepared to help you with every stage. CEC will be there to assist you with every new beginning or obstacle, whether it’s a marriage, birth, new business venture, education investment, retirement, or anything that comes your way.

Our financial services include:

Investment Planning

CEC will help you understand your investment risk tolerance, continually determine your asset allocation needs, and recommend the appropriate investment vehicles to protect your wealth and reach your goals.

Tax Planning

​We leverage our knowledge as CPAs and financial advisors to ensure your wealth management plan is operating in the most tax-optimized manner possible. This includes making sure that you don’t pay a penny more than the law requires, and looking for ways to reduce current and future tax burdens.

Asset & Income Protection

​Asset and income protection includes strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated considering they affect other aspects of your planning process including investment planning and insurance planning.

Retirement Planning

​Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. CEC will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during a time when you should reward yourself for years of hard work.

Business & Succession Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when they retire. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, our team offers comprehensive support for complex business planning including business formation, entity selection, and succession planning.

Estate & Gift Planning

​We understand that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in life. With our deep understanding of your total financial situation, we will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together we will leave behind the legacy you desire.

Insurance Planning

​Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for the possibility of this fact, when was the last time you reviewed your plan and does it take any recent life events into account? As life changes, so do your insurance needs and the strategies needed to protect your lifestyle and your family who are dependent on your income.

Education Planning

​Considering that education costs increase yearly, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.

Special Situations

​Special situations are any type of event that forces dramatic and sweeping changes. These can include marriage, divorce, birth, death or a large inheritance. These events can affect your estate plans and investment strategies. Our team is prepared to guide you through these situations to make sure you are prepared.

Charitable Giving

​CEC understands that fulfilling your philanthropic passions can be one of the most emotional and impactful parts of a plan. With our in-depth knowledge of your total financial situation, we will work to maximize the financial opportunities you provide to chosen beneficiaries and the charitable organizations important to you.


“Method 10™ is property of Avantax Wealth ManagementSM  All rights reserved 2020.”

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


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