Holistic Financial Planning Provides a More Complete Vision for your future plans

Holistic Financial Planning With Your Independent Fiduciary 2018-04-04T18:34:20+00:00

The holistic financial plan is a comprehensive  approach coordinating all the important areas of your financial life; investments, insurance, taxes, social security, medicare, and estate planning. Not having a coordinated approach is vulnerable to market volatility and legislative changes. No one wants or intends to run out of money, don’t let poor planning ruin your retirement.

At Client First, as your independent fiduciary, we’ll help you create an optimal plan to work toward your goals and be with you now and into the future.

401(k) Management and Financial Planning Services

Take charge of your future with 401(k) advice from Client First Investment Management. Planning for your future can be a daunting task. Many employees participating in their company’s 401(k), 403(b), 457(b), or other employer-sponsored retirement plans are often overwhelmed by the number of choices offered.

Knowing which funds to choose and how much money to invest in your choices is a difficult and confusing situation for many people. Most individuals simply don’t have the time, resources or energy to keep a close eye on their 401(k) or other retirement plan.

Our experienced financial planners keep up with the ever-changing economy to tailor our financial planning services to best serve your needs. Client First Investment Management can solve problems and concerns like these by helping clients in West Bend, Port Washington, and throughout Washington and Dodge Counties plan for the future.

Client First Investment Management takes a proactive approach to educating our customers about their 401(k)s and investments. Client First Investment Management closely monitors the market and will advise you when changing your investment strategies and allocation of funds is necessary.

When to Start Your 401(k)

Here at Client First, we strive to provide financial planning services with long term and worthwhile benefits. 401(k) management is a popular retirement planning method because it offers tax breaks and great ROI. Experts recommend people begin participating in their employer’s 401(k) program as soon as they are eligible.

The sooner you start saving money for your future, the better off you will be when the future becomes the present. If you’re not sure how much money to invest from your paycheck, don’t worry, our financial advisors will help you every step of the way.

We’ll sit down with you and discuss your earnings, retirement goals and other financial aspects to help you achieve your ideal retirement lifestyle.

Financial Planning Advisors

Our 401(k), 403(b), and retirement plan advice services are designed to protect your investments, to help prepare for your future and to create an income stream after you’ve retired. Quality retirement advice from Client First Investment Management can help safeguard your retirement to help you remain comfortable and secure throughout your lifetime.


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.