Why Do Clients Choose Our Firm?
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
ClientFirst Makes investor.com 2020 Top Financial Advisor Firms List!
Every day, investor.com uses their Trust Algorithm to meticulously research everything from background to conflicts of interest to disciplinary history to vet advisors and grant their “trusted” stamp of approval. investor.com sorts through more than 28 million data points from the SEC and FINRA to help you choose an advisor you can trust with your hard-earned money and your dreams.
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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Simple steps may help you foil hackers and protect your privacy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The item most homeowners forget on their home improvement project checklist is insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.
When do you need a will? The answer is easy: Right Now.
Explaining the SECURE Act and how the changes affect your retirement strategy.