We help people secure the financial confidence they deserve. Creators of @Adaptiv • Registered Investment Advisor • Fiduciary • Fee-Only Financial Advisor
West Bend, WI
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Core value #1: #WeLoveOurClients. We are fully committed to their financial well being.
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Core value #2: We are fiduciaries for our clients and believe #TrueHolistic Planning and #Adaptiv IM are the only ways to care for our clients’ financial health.
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#SecureYourConfidence
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#HappyThanksgiving to you and your loved ones from Client First! Enjoy the day with family, friends, food and football!
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Friendly reminder our office is closed today. We're helping out @HFHWaDo. We'll be back in the office tomorrow.
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Tons of education here in this video! @AdaptivCharts @the_chart_life @adaptiv @KevinFirari @DanGorghuber review the unprecedented markets of 2022 and the game plan for 2023! Thank You! rb.gy/tio8dt #stockmarket #investing #wallstreet #technicalanalysis #adaptiv
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It's that time of year again! Our favorite college and professional teams are returning to the gridiron, each with a unique storyline for their season.
Watch our September 2022 Lunch & Learn, "Tackling Client Needs, One Play at a Time" now!
clientfirsttaxandwealth.com/…
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Specifically, the team addresses:
1. The Inflation Reduction Act, which institutes changes that cover the field like defensive backs in a zone scheme
2. Student Loan Forgiveness, with respect to the various yet important outcomes yielded by special teams plays; and...
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3. Education Funding and Planning, and how parents of college students can dissect their options like a quarterback
We hope you enjoy this month's presentation! All resources, including slides, handouts, and feedback forms, can be found below:
clientfirsttaxandwealth.com/…
Client First retweeted
West Bend businesses and non-profits are having tremendous success using the #MainStreetBounceback Grant program to revitalize their downtown!
Statewide, nearly 5,300 grants have been awarded covering all 72 Wisconsin counties.
Learn more: wedc.org/blog/small-business…
@CLiENTF1RST
ALT A collage of Missy Hughes in 3 locations, from left to right it's Beat Goes on Records, Jade and Ginger, and Client First Tax and Wealth Advisors. All three are located in West Bend.
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Client First retweeted
Have your theses. Let price confirm or deny.
No need to guess. Have a plan, not a prediction.
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Typically, estate planning attorney Rob Melick presents on a select number of topics or goes into great detail about a set of case studies. During this month's Lunch & Learn event, he flips the script in a rapid-fire discussion on a myriad of estate planning topics!
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Watch this month's presentation, learn more about Rob, and leave feedback by visiting out website!
#Adaptiv #TrueHolistic #WeLoveOurClients
clientfirsttaxandwealth.com/…
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We cannot control markets any more than a sailor can control the seas. Yet, we can participate in markets and use them to reach our destination. We just need to have a plan to adjust our sails for stormy weather.
clientfirsttaxandwealth.com/…
#Adaptiv #TrueHolistic #WeLoveOurClients
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What Major Market Development is negatively impacting many portfolios?
What is the math problem with buy & hold investing?
How do we use the Adaptiv System to navigate markets and protect retirement accounts?
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Learn more by tuning into this month's Lunch & Learn event with the link below!
clientfirsttaxandwealth.com/…
#Adaptiv #TrueHolistic #WeLoveOurClients
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Couldn't be with us at The Columbian on Wednesday? Catch up on our June 2022 Lunch & Learn event and view the entire presentation with the link below.
This…is…TrueHolistic™ Jeopardy!
clientfirsttaxandwealth.com/…
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Our June Lunch & Learn event features three of our Financial Planning teammates going head-to-head in the most intense trivia match of their lives!
Only bragging rights are on the line, but that is motivation enough for these competitors.
clientfirsttaxandwealth.com/…
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It is our privilege to provide a fun and engaging way to learn more about financial planning during, “TrueHolistic™ Jeopardy!”
#Adaptiv #TrueHolistic #WeLoveOurClients
clientfirsttaxandwealth.com/…