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Helping our clients pursue the Life, Prosperity, and Legacy they desire
Protection products
- Life Insurance
- Disability Income Insurance
- Group Health Insurance
- Long-Term Care Insurance
Investment Products
- Investment Products
- Mutual Funds
- Individual Securities
- FDIC Insured CDs
- IRAs
- TSAs
- Qualified Plans
- Asset Management Programs
Business Solutions
- Plan service & support
- Maximize contribution potential
- Fiduciary explanation & protection
- Participant Retirement Preparedness
Why Choose Us
Frankly, we weren't sure what to call the firm originally. So we did what we thought any client centered organization should do, we asked our clients what they thought of us. In describing us, they used words like patient, prepared, open minded, knowledgeable, trusted, supportive, friendly and honest. They also told us that we provide them with straight forward information, delivered in a way that's easy to understand. Perhaps, one of the most important things they told us, is that we listen.
Client Centered Process
Our approach to helping is to determine the best investment and insurance programs, this is different from most. It puts the interest of our clients squarely in the center of the equation.
Focus On Planning
When speaking with clients, it seems that other financial salespeople want to talk about are products, products and more products. We focus on planning.
Commitment To Client Care
Based on what our clients tell us, our focus is on providing a high level of "client care," and delivering positive results in client satisfaction.
In The Community
We believe it's important to positively impact the lives of others. To further the impact we make we established the Client 1st Foundation on February 1, 2012.