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Investment Planning

At Client 1st Financial, we earn high marks for providing straight forward guidance that keeps our clients’ interests first and helps them to achieve their important financial objectives.

Here are some of the planning principles we use to support our clients and some of the reasons why:

  • We focus on lifetime income planning. Our clients think it’s important to keep ahead of the rising cost of living. We agree and think you will too.
  • We focus on disciplined diversification. We don’t believe in chasing returns.
  • We focus on Strategic Asset Allocation.

We employ a process that is client centered and results in a plan tailored to our client’s needs. Then, by regularly reviewing the plan, we can help to control emotional and potentially harmful behavior. As a result, we help our clients achieve the life, prosperity and legacy they desire.

We invite you to contact us to see how we can help you.

Michael J. Fischer
CEO, Client 1st Financial

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

 

How We Work

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected] |  610.841.3037