Helping Teachers Navigate from the Classroom to Retirement

I was conversing with two of my daughters some time back and the youngest asked me, “What do you do for people?” Before I could answer, my other daughter said, “He plans people’s lives.” As a Financial Life Advisor, that’s a pretty good definition.

At The Client First, we believe in putting people before products. We ask questions, listen to your responses, and work with you, the client, to help find the solutions that may be the best fit for you. Whether it’s solving a concern that’s causing worry or putting the pieces together that help make your dreams come true, we serve you.

If you’re a teacher who has spent decades in the classroom impacting the children of our community, we believe you deserve to be heard and served. Look at our services page for more information about what we do.

http://www.hcm401koptimizer.com/IndividualInvestors.aspx?pid=3989

 

 

 

 

 

 

 

 

 

 

 

www.myfrs.com/pdf/forms/PP_Checklist.pdf

www.finra.org 

www.sipc.org