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Case Studies

Discover diverse real-life scenarios in retirement planning, investing, legacy planning, and more in these case studies by Client 1st Financial. These stories showcase how our tailored strategies and expertise have empowered individuals to plan for retirement, navigate markets, and secure their legacies. Download and explore these compelling case studies below and discover how Client 1st Financial helps shape brighter financial futures.

ELIGIBLE DESIGNATED BENEFICIARY (EDB)

Learn how Client 1st Financial guided beneficiaries through various inherited IRA scenarios, illuminating the nuances of SECURE Act regulations. Explore how strategic planning and personalized advice navigated complexities, ensuring optimal outcomes for each unique situation.

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