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.
All-Arkansas Municipal Bond Portfolio Tailored to You
CIientFirst provides low-cost, customized tax-free municipal bond portfolios. Your portfolio offers a monthly income that is exempt from federal and state income taxation for Arkansas residents.
For those with a tax-free appetite, we provide customized accounts of professionally managed Arkansas tax-free municipal bonds—school bonds, water bonds, sales tax bonds, hospital bonds, capital improvement bonds—from the issuers you will recognize.
Unlike the income from out-of-state bonds, which is subject to Arkansas state income taxation, our municipal bond accounts are free of both federal as well as state income tax for Arkansas residents. Your investment dollar stays in Arkansas, supporting Arkansas projects as opposed to out-of-state projects.
It is important to note that, if you own municipal bond funds or exchange-traded funds, the vast majority of income to an Arkansas resident is subject to Arkansas state income tax because the portfolios are almost entirely comprised of out-of-state bonds. Think about this the next time you pay your advisor’s fees.
At ClientFirst, you will work directly with your personal portfolio manager. No advisory fees to drag down your returns, only a modest management fee.
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.
