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.
ClientFirst Retirement Plan Advisory Services Tailored to You
Get retirement-ready with Personalized fiduciary 401 (k) oversight; flat-fee, fiduciary guidance- no rollovers required, no asset-based fees. Just honest advice that always puts your future first.
Unlike competitors who require a retirement plan rollover and charge hefty fees based upon assets under management, ClientFirst’s retirement plan advisory charges a modest flat fee for ongoing professional advice and oversight.
We are proud to share our new simplified, cost-effective fee schedule:
$400/month for continuous advisory services with quarterly meetings focused on tax-optimization, including account sequencing and distribution strategy, budgeting, market outlook, and financial planning updates with no requirement to transfer assets. Clients who need help with asset management pay only 0.48%.
This service offers great value and flexibility for pre-retirees who are still in-service or who may still maintain a plan at a previous employer.
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.
