Specialties
Client First exists to serve people like you; modest and frugal with midwest sensibilities. Our clients come from all stages of life; young family to retirees. Our clients come from all backgrounds; teachers, government employees, business owners, executives and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care for our clients' financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients' needs. Said another way, we take the tools, know-how and information access normally reserved for the elite and Wall Street and bring it right here to Main Street for the hard working men and women in our area.
We have you covered; tax, investments, retirement, estate planning, social security and medicare. Your team at Client First brings a strong inventory of experience and abilities. We're here to serve you!
History
Established in 2003.
Client First is an Independent Fiduciary, which means we work for 1 person, you. We have an ethical duty to care for and protect you now, and moving forward. There is over 40 years of expertise to help you. Our goal is getting to know you and understanding your unique investment needs and situation. We love our clients and it shows in our approach and in our client loyalty.
At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the ONLY way to care for our clients' financial health. Client First's sole focus is delivering objective advice designed to help you grow your investment portfolio, gather and protect your wealth, optimize your tax implications, and ensure the right types and amounts of insurance coverage to provide you a financially stable future & retirement.
Meet the Business Owner: Paul Z.
Paul has 20+ years of executive leadership experience with privately held entities and publicly traded companies. He's responsible for making sure Client First is flying in the right direction. His focus on our strategy and business operations allows the rest of our team to focus on you. It's important that Client First is run well so we can serve you well. His proven ability to create effective strategies, leverage technology, improve processes and develop people, allows us to give you world-class service.
