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Client 1st Advisory Group is a full service financial planning and investment management firm with an emphasis in transition planning. We aim to provide thoughtful and prudent advice in the key areas of financial planning to help you along with your next chapter. Let us focus on life’s grammar and punctuation, while you write the story.
Our WindFall Solution provides guidance in times of transition. These transitions do not occur every day but they are considered a normal part of life– events like retirement, divorce, losing a spouse, inheriting money, selling a business or even winning the lotto. The WindFall Solution synthesizes the transition process into guided steps. Transitions can be long and tough, we want to change that.
Who We Serve
Women
Business Owners
Retirees
Health Professionals
Our Values:
Respect- We strive to cultivate respectful relationships with both colleagues and clients.
Transparency- We aim for the utmost level of transparency in our business and client relationships.
Authenticity- We are real people helping other solve real problems.
Honesty and Trustworthiness
Caring about the communities we live in and giving back
Professionalism and Highest Standard of Care- Most of our advisors have CFP® or AIF credentials.