Video Content
Financial Literacy
Explore our videos that provide insights into legacy planning, wealth management, and fiduciary services. They are designed to introduce and simplify complex financial concepts. Whether you are looking to secure your financial future or better understand your options, our experienced fiduciary team is here to support you every step of the way.
Listen to a compelling conversation hosted by Bill Rambo from What's Next 4 Financial Advisors, featuring Michael Fischer and special guest Erika Petrozelli, CEO of the Lehigh Valley Community Foundation. They explore Michael's personal "why" behind his philanthropic efforts and how this focus shapes his approach to helping clients give back.
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Retirement Myths
The decisions associated with transitioning into retirement are complicated and can be stressful. The consequences of not making the right decisions could result in increased tax liability and a reduction in retirement income. Having a strategic plan in place with a supportive team offering guidance along the way makes the road ahead less strenuous.
Statistically, retirees spend more money due to health expenses. It is important to set yourself and your family up for success to ensure you do not outlive your retirement fund.
Creating a comprehensive retirement plan includes considering family, travel, philanthropy and what you want your legacy to be. Client First Financial understands this and wants to set you up for success.
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What is a Legacy?
Legacy planning is not only for the rich, it is for everyone. Thinking about what you want your legacy to be can be stressful and complicated. Here at Client 1st Financial we can ensure that your legacy represents you and can guide you towards financial security.
In this video Michael discusses the importance of how you go about ensuring your legacy.
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Client Testimonials
Mary praises Client 1st for their exceptional customer experience, highlighting their ability to build a meaningful connection founded on reliability, trust, and genuine care. She thanks Michael for helping her secure her financial future.
John and Lori, Client 1st Financial customers, discuss how Michael has helped them plan out their retirement and explain their options to help secure their future.
Lori and Tony discuss the importance of working with a retirement professional to ensure they can retire comfortably.
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Podcasts & Speaking Engagements
At the Osaic ConnectED Breakout in Orlando, Florida, Michael Fischer was asked to speak on legacy planning, one of Client First's most requested services. As Michael grew in the industry, he noticed that families would be divided over belongings after a loved one had passed. If you don't have a plan in place for your estate, its management might go against your wishes once it is passed on. Click on the video to hear more from Michael.
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In this episode, "What's Next – 4 Financial Advisors: The Podcast," we delve into Michael's unique approach to philanthropy and how it influences both his personal life and client service at Client 1st. Discover the fascinating history of Client 1st Financial and the key moments that have shaped its success. Whether you're a financial professional or simply curious about the intersection of philanthropy and finance, this episode offers valuable insights.
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Michael Fischer, President & CEO of Client 1st Financial, joins Bill Rambo to delve into the significance of family meetings in financial planning. Drawing from their extensive experience, they emphasize how these gatherings foster open communication and alignment of financial goals among family members.