As Your Partner, We…
Are always available to you.
Have a question or passing thought? We’re reachable 6 days a week.
Advise in your best interest.
As a fee-only fiduciary, we don’t earn commissions. Our advice is based on your needs alone.
Strive to simplify things for you.
We oversee your financial details, so you can focus on living your life.
A Wealth Strategy Tailored to You
We pull together all areas of your financial life to develop a cohesive plan aligned with your goals. Through a cost-effective and tax-efficient approach, ClientFirst helps you build, protect and transfer your wealth as efficiently as possible.
Whether you’re still building wealth or you’re in or nearing retirement, we help you create a comprehensive financial plan that serves as a roadmap to your future.
We look at everything from your Social Security to your retirement account(s) and health insurance—creating a full-fledged retirement strategy. By specializing in retirement income solutions, we help individuals and couples prepare an income plan that aligns with their lifestyle and needs.
Our team will work with you to create an individualized portfolio based on your unique situation, values, preferences and goals. Our investment approach is transparent, low-cost and fee-efficient.
CIientFirst provides low-cost, customized tax-free municipal bond portfolios. Your portfolio features monthly income that is free of federal and state income taxation for Arkansas residents.
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.