DKCB Wealth Care Advisors, LLC
To provide more comprehensive financial planning services to
our clients Davie, Kaplan, Chapman, & Braverman, 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 DKCB 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
Securities offered through 1st Global Corp. Member NASD, SIPC.
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 Jim Shaw at 585-454-4161.
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