Caring
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.
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We devote as much time as it takes to provide our clients with the information and peace of mind they deserve.
Learn MoreIndependent
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 MoreClientFirst 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.
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 MoreCFP® Standard
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.
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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 MoreHelpful Content
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?