ClientFirst is a retirement specialized, full-time fiduciary. We do not sell products or earn commissions.
Our flat-fee membership is designed to save you money. We charge one low, monthly fee for comprehensive financial planning services with no requirement to ever transfer your assets.
Included in that $400 monthly membership is:
- A comprehensive financial plan with continuous updates that align your values and your money.
- Quarterly meetings to help you stay on track; you are never more than 90 days away from a review of these four critical retirement planning areas:Q1 income planning, Q2 tax management, Q3 investments and risk management and Q4 estate planning and legacy.
- A dedicated family office-style team of advisors, including access to our CPA and estate planning attorney partners. As always, your advisor is a dedicated CFP (R) Professional and full-time fiduciary.
- Three-year audit of tax returns
- Access to discounted tax preparation and filing from our CPA partners.
- Risk-mitigation strategies to protect your family and your wealth.
- Hedged-equity portfolios
- Tax-loss harvesting
Clients needing help with asset management pay only 0.48 percent for those services.
Putting Together Your Plan Through a Step-By-Step Process
To develop a plan that’s right for you, we’ll go through a clear process to understand your objectives, discuss where you are now, and close gaps towards where you want to be.
Let Us Improve Your Financial Strategy
If you have a few questions about how we work or you’d like to discuss partnering together, reach out.
