Resources
Clientfirst believes an important part of its role as financial adviser is educating clients. In addition to sharing its expertise and experience, Clientfirst provides resources to help clients learn more about investing so they can make well-informed decisions. The links below provide access to a variety of valuable informational and educational tools.
Online Investor Access to Accounts
Financial planning calculators
These useful tools can help you determine your current and future resources and needs.
- Asset Allocator: Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
- Expense Calculator: Even a small difference in investment management fees or advisory fees can amount to a great deal of money over time.
- Retirement Income: Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
- Retirement Planner: Quickly determine if your retirement plan is on track - and learn how to keep it there.
- Retirement Shortfall: Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
- Life Insurance Calculator: How much life insurance do you really need? Find out here!
- Long Term Care Calculator: Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Research
Clientfirst is an independent fee-only Registered Investment Adviser and utilizes research from many sources.
