Client First Capital Solutions:
Advice Only
Client First Capital works with individuals and families to craft a highly customized financial plan with well-defined goals incorporating the knowledge based from both the Chartered Financial Analyst Institution and following the guidelines set up by the Certified Financial Planning Board of Standards.
Financial plans are not static and should be updated to reflect life changes. Through ongoing discussions and reviews with your financial advisor, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals and ensuring your financial wellbeing. This is an advice only service model specifically designed for clients that prefer to execute their financial and investment strategies themselves.
Financial planning services include:
Retirement Planning
Insurance Planning
Investment Planning
Tax Planning
Estate Planning
Our Approach to Fees: We have a transparent fee structure. Fees are determined by the number of hours needed, level of complexity, and services needed. For financial planning services only, fees start at a $5,000 flat fee.