Client First Capital 1-Year Anniversay

Wow that went by fast.  First, I want to say thank you to all my clients.  We have been extremely blessed and continue to grow; thank you for your trust and business.  Our growth has been through our core principals of trustworthiness, transparency, thought leadership.  Since our whole firm is virtual, we have been able to operate with very little disruption to business and keep cost down and pass those savings directly to our clients.  I would also like to highlight that there are a lot of individuals/families with advisors not giving holistic or tailored solutions to their clients around investments, taxes and estate planning needs.  We are here to help and have capacity.