FAQs 

Why should I work with Client 1st Financial?

•  We understand that you work hard for your money, and having a sound financial plan that focuses on your needs is crucial. We are passionate about serving our clients, putting their needs at the center of the equation every time. When you work with Client 1st Financial, we ensure that all your financial goals are heard, managed, and achieved above all else. 
•  We focus on long-term success for our clients. This means there is no rush for a hurried solution or quick close. Your financial health is valuable to us, and we're here to ensure that your needs and goals are met in the short and long term. 
•  Our team values establishing long-term relationships with our clients. Through mutual understanding and trust, we can work with you on a deeper level to structure a financial plan to get you where you want to be. 
•  Our team works with you on cash management, helps with budgeting and debt pay-off decisions, explores different options for retirement funding education, investing for your goals, and ensuring that your family is protected from the unexpected. We also ensure that decisions consider the tax implications, both short and long-term.

How will we measure success?

•  At Client 1st Financial, success is measured on a client-by-client basis. Everyone's situation is different, and we set the criteria for your success based on what you want to achieve rather than on beating cookie-cutter benchmarks or predicting markets.
• At Client 1st we use several metrics to monitor all of our client portfolios' success closely. Using a goals-driven approach, you can feel confident making decisions and know there is flexibility to adapt when circumstances change.

What's the process for getting started?

•  When you come to Client 1st Financial, we begin your financial planning process by asking questions that help us understand your principles, values, beliefs, and short- and long-term goals. We then work with you to help align your financial goals with your principles. With all this information in mind, our team will gather relevant information to build a strategic financial plan to get you on the road toward achieving your goals. 

What is the focus of your practice?

•  Client 1st Financial is focused on helping you find success to help you achieve your ultimate financial goals. We do this using various products to support your retirement, legacy, philanthropic, and estate planning journeys.

What type of clients do you work with?

• Client 1st Financial works with clients who require a financial specialist to offer advice and service when it comes to planning their financial future and goals. We value developing a loyal, ongoing relationship with clients. We have a passion for working with those who have challenging yet realistic expectations and who value our advice and support as we guide them through their journey.

Are you a fiduciary?

•  Yes. Client 1st Financial President and CEO Michael Fischer is a fiduciary and is determined to work hard for and act in the best interest of every client. To learn more, visit here. 

How do you get paid?

• Depending on the scope of the work Client 1st Financial performs, we are compensated by an ongoing fee or by commission, depending on what product or service is agreed upon between our team and you.