One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.Learn More
We devote as much time as it takes to provide our clients with the information and peace of mind they deserve.Learn More
We maintain relationships with many brokers/dealers, allowing us to pursue the best possible value for your investments. This independent, unbiased approach ensures that we are always working, with your best interests in mind.Learn More
Why Do Clients Choose Our Firm?
No Sales Commissions
ClientFirst is a fee only registered investment advisor. No sales commissions or bonuses are paid for recommending certain investment strategies over others.Learn More
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.Learn More
At ClientFirst, we always act in our clients' best interests. Please make sure that your investment advisor is a full time fiduciary that looks out for your best interest.Learn More
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It's important to understand the pros and cons when considering a prepaid debit card.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Do you know these three personal finance sayings?