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
Rightsizing for Retirement
What does your home really cost?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Simple steps may help you foil hackers and protect your privacy.
However exciting retiring abroad may sound, it deserves considerable planning.
Marriage changes everything, including your insurance needs.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
With alternative investments, it’s critical to sort through the complexity.