Financial Services

We are pleased to announce we have started a new financial services firm, Paulsen Megaard Financial Services. Whom better to trust to assist you with your financial questions than your CPA?

If you are like the typical person, chances are you have paid attention to a few areas of your wealth management plan, such as your company's 401(k) plan or your own IRA. But have you systematically pieced together all the various parts of your finances?

At Paulsen Megaard Financial Services, we work to help our clients thoroughly examine their financial lives using a system called the Method 10™. Method 10™ organizes the key wealth management issues you may face, and helps direct us to craft the solutions you need. Method 10™ includes 10 elements that are vital to your financial well being:

  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Education Planning
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Debt Management
  • Special Situations

Method 10™ breaks down the complexity of a holistic wealth management plan into more manageable components. The non-hierarchical nature of Method 10™ means that the first element we address is not pre-set—instead, we can analyze your situation, isolate the most urgent issue to address, and craft the solutions you need. And because the Method 10™ elements are interconnected, addressing one element often provides insight into the next element to approach.

We invite you to schedule an appointment today so we can start working on your financial plan. Together, we can identify the areas of your wealth management picture that need the most work, and begin the process of crafting a plan that addresses all of your needs - holistically.

Click on the Financial Check-Up link and complete the short check list. Then give us a call to assist you with getting a plan.

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 Washington, Arizona, California, Georgia, Nevada, North Dakota, Oregon, Kentucky, Pennsylvania, and Virginia. This is not an offer to sell securities in any other state or jurisdiction.

Check us out on BrokerCheck.

Method 10® is property of 1st Global Capital Corp. 2016 All Rights Reserved.

Insurance Services offered through 1st Global Insurance Services, Inc. and