D&A Wealth Management   Our affiliate, D&A Wealth Management, a financial planning and investment services organization, was formed in response to our clients’ requests to provide comprehensive wealth management services to better meet their financial needs.  We believe you will feel confident having your personal or business situation assessed by independent & objective advisors. We will help you to determine your specific needs and execute a plan to help meet those needs. Since our registered representative is also a CPA, it gives us both business and financial awareness. This combination of knowledge allows us to look at the "big picture" for each client. Through D&A Wealth Management, we offer planning services and assistance in addressing these ten primary areas of financial planning according to the Method 10 process. To learn more about these areas, click on the links below. Business Planning                     Debt Management Education planning Estate Planning Income & Asset Protection Insurance Investment Planning Retirement planning Special situations Tax Planning    If you are interested in learning more about these services, please contact D&A Wealth Management for additional information. Securities offered through 1st Global Capital Corp. Member of FINRA/SIPC; D & A Wealth Management is not affiliated with 1st Global Capital Corp. Investment advisory services offered through 1st Global Advisors, Inc.  Insurance Services offered through 1st Global Insurances Services, Inc. We have individuals licensed to sell securities in the state of California.  This is not an offer to sell securities in any other state or jurisdiction.