INVESTMENT ADVISORY SERVICES
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC 8150 N. Central Expressway, Suite 500, Dallas, TX 75206, Phone 214-265-1201.
Investment Advisory Services offered through 1st Global Advisors, Inc.
Comprehensive Services, LLC, is not affiliated with 1st Global Capital Corp.
We currently have individuals licensed to offer securities in states and jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative or advisor listed. This is not an offer to sell securities in any other state or jurisdiction.
As a compliment to its CPA practice, the firm and all of its shareholders have created a separate entity known as Comprehensive Service, LLC. The LLC has five members, all of which are licensed to sell securities, life and health insurance products in the State of NY.
The firm saw in its day-to-day practice that we had to send our clients elsewhere for these services. The logical choice was to offer these services to provide the complete "life plan" to our clients. Consequently, we offer a wide variety of choices and opportunities in this area including but not limited to the following:
INDIVIDUAL CLIENTS
Asset allocated portfolios using
mutual funds suited to the individual's stated risk tolerance and investment
horizon and life plan.
Managed account services.
Annuities used in a variety
of fashions including both qualified and non-qualified areas as well as a
funding vehicle for certain charitable and other types of trusts.
Life Insurance as a method
of providing wealth replacement trusts related to estate planning as well as
general family security.
Long Term Care Insurance as
a method of protecting those assets that you have worked so hard to amass
during your lifetime.
Disability Insurance as a method of protecting your income stream in the event of a severe disability.
BUSINESS CLIENTS
Pension plan installation.
We have the ability and resources to offer a wide range of pension solutions
to our clients including defined contribution plans such as SEP's, SIMPLE
IRA's, 401(k) plans, Profit Sharing and Money Purchase plans, and Defined
benefit plans.
Life insurance as a method
of funding key man life insurance, buy/sell agreements and disability
buyout agreements.