Dallas (April 8, 2002) -- Turnkey financial services provider 1st Global Inc. has added mortgage planning to its mix through a partnership with Chapel Hill, N.C.-based KendallTodd.
Under the new partnership, KendallTodd will provide 1st Global advisors with a mortgage scenario desk, marketing tools and support. They will help advisors develop mortgage strategies related to consolidation of debt, asset allocation of home equity, retirement planning, college funding, and reverse mortgage analysis.
1st Global currently has over 1,000 affiliated accounting firms that collectively represent approximately $5 billion in managed assets and $1 billion in combined accounting, tax and financial services revenue.
-- Electronic Accountant Newswire staff
