Frost & Company Financial Services, LLC

Jim Feist, CLU, CFP
Director of Financial Services

In our many years of working with clients we have found that everyone has goals and desires for their financial future, but few have concrete plans for how to achieve these goals, or the tools to measure how they're doing. That's where we come in.

As our clients, you put a tremendous amount of trust in us, and we strive to uphold that trust in all our activities and planning on your behalf. We take our role as your financial advisor very seriously. Using a comprehensive planning philosophy that covers areas not always addressed by other financial advisors, we strive to identify and minimize the risks you may bear in your financial future.

Our services include:

• Investment planning
• Tax planning
• Income protection and asset preservation
• Retirement planning
• Estate planning
• Insurance planning
• Education planning
• Debt management
• Help with other life events that require financial decisions

Securities offered through 1st Global Capital Corp., Member FINRA (http://www.finra.org/) , SIPC (http://www.sipc.org/). Investment Advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed in the states of Arizona, California, Michigan, New York, Pennsylvania, Washington. This is not an offer to sell securities in any other state or jurisdiction.

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