To provide more comprehensive financial planning services to our clients Davie, Kaplan, CPA ,P.C. has chosen 1st Global Capital Corp. as its broker-dealer for financial services transactions. 1st Global Capital Corp. was founded by CPA's and as a result understands the special concerns of CPA's for their clients.
Through our relationship with 1st Global Capital Corp. we have full time financial planning capabilities in our office. This allows Davie Kaplan partners to work closely with our clients and develop financial strategies which are designed to integrate the financial needs of our clients with the appropriate investments to enhance personal wealth while keeping a careful eye on the clients tax concerns. Many Davie Kaplan clients are happy with the coupling of the financial services capability with their tax planning needs.
DKCB's comprehensive financial planning covers the following topics:
- Income tax planning
- Investment planning
- Retirement planning
- Disability and income protection
- Asset protection
- Estate planning
- Business planning
- Education planning
- Debt management
- Special situations
We have provided a video that is about a minute in length from Dave Dangler as an introduction to our firm.
Securities offered through 1st Global Corp. Member FINRA, SIPC, www.finra.org.
We currently have individuals licensed to offer securities in the state of New York. This is not an offer to sell securities in any other state or jurisdiction. DKCB Wealth Care Advisors, LLC is not affiliated with 1st Global Capital Corp.
To learn more about our financial services capabilities please contact Francis Ostrom at 585-454-4161.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services including fee-based asset management accounts held through NFS LLC are offered through 1st Global Advisors, Inc.. All other financial planning services are offered through DKCB Wealth Care Advisors, LLC; a registered investment advisor. DKCB Wealth Care Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities.