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
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn a little about worldwide currency in this fun infographic
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A few strategies that may help you prepare for the cost of higher education.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.