Client First exists to serve people like you; modest and frugal with midwest sensibilities. Our clients come from all stages of life; young family to retirees. Our clients come from all backgrounds; teachers, government employees, business owners, executives and professionals. 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. What makes us unique? It’s simple. We provide access to institutional class processes, tools and expertise to serve our clients’ needs. Said another way, we take the tools, know-how and information access normally reserved for the elite and Wall Street and bring it right here to Main Street for the hard working men and women in our area.
We have you covered; tax, investments, retirement, estate planning, social security and medicare. Your team at Client First brings a strong inventory of experience and abilities. Each team member brings a unique ability to help with your holistic plan.