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Your Fiduciary 2018-05-14T01:52:49+00:00

WHO WE ARE

Client First is an Independent Fiduciary, which means we work for 1 person, you. We have an ethical duty to care for and protect you now, and moving forward. There is over 40 years of expertise to help you. Our goal is getting to know you and understanding your unique investment needs and situation. We love our clients and it shows in our approach and in our client loyalty.

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WHAT WE DO

At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the ONLY way to care for our clients’ financial health. Client First’s sole focus is delivering objective advice designed to help you grow your investment portfolio, gather and protect your wealth, optimize your tax implications, and ensure the right types and amounts of insurance coverage to provide you a financially stable future & retirement.

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HOW WE DO IT

Client First Tax understands the challenge of all the various financial pieces fitting together. We’ve all experienced it. That’s why we created and utilize the Integrated Planning Process ™ , the Bucket Planning Process ™ , and the Adaptiv Investment Management ™ System. These systems work together to coordinate and optimize your financial life to improve your situation.

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QUESTIONS ABOUT YOUR FINANCIAL FUTURE? LET US HELP.

WANT TO SEE YOUR ENTIRE FINANCIAL PICTURE WORK TOGETHER?

Let’s work together! When you work with Client First as your independent fiduciary advisor, you’ll see your entire financial picture in one place with one team.