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
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.
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
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.
An inside look at how marginal income tax brackets work.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding how capital gains are taxed may help you refine your investment strategies.
Good employee health can be great for the company’s bottom line.
Learn a little about worldwide currency in this fun infographic
Here are 5 reason why you may consider working through retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?