Through 1st Global, we have the independence and objectivity to create solutions that meet your unique needs. As the premier partner to CPA wealth management firms, 1st Global provides service excellence and consulting, powered by intensive primary research and extensive market knowledge to create tax-optimized solutions that are meaningful to clients nationwide.
Click HERE to learn more about why we partner with 1st Global.
Click HERE to learn more about the people, purpose, philosophies and process behind working with WealthCare Financial Group and 1st Global.
To schedule an appointment in our Dallas/Frisco location, please call 469-364-4620.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services, offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AR, CA, CO, FL, GA, IL, IN, KY, LA, ME, MI, MN, MS, NC, NE, NJ, NY, OH, OK, SC, TX, VA, WA. This is not an offer to sell securities in any other state or jurisdiction.