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Our Approach

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.
That’s why, at Client 1st Advisory Group, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
We focus on comprehensive planning from helping you to determine where you are right now financially to developing a retirement income plan for you.  We help our clients in the areas of tax planning, estate planning and investment planning by providing you with personalized, objective financial advice.  We will coordinate with your other professionals, including your accountant and attorney, so together we can help you implement tax and estate planning strategies that improve your overall financial situation and leave you in control.
Once we complete the initial process of developing your financial plan, it doesn’t end there. We’ll monitor your progress and your goals on an ongoing basis. And we’ll meet regularly with you to make sure your investments reflect your current life circumstances. Our service model is proactive with the goal of anticipating your needs in advance.
Because we work so closely with you, we tend to think of our clients as our friends. So don’t be surprised if you ever get a phone call from us just to say “Hi”.