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Client First Capital
About
About Our Firm
Team
Hear from Our Clients
Services
Services Overview
Advice Only
Wealth Management
Family Office & Trustee Services
Approach
Our Integrated Approach
Tailored Investment Strategies
Robust Tax Strategies
Proactive Risk Planning
Charitable Giving Planning
Estate Planning & Corporate Trustee Services
Insights
Articles & Updates
Video Library
Resource Library
Contact Us
Client Login
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About Our Firm
Team
Hear from Our Clients
Folder: Services
Back
Services Overview
Advice Only
Wealth Management
Family Office & Trustee Services
Folder: Approach
Back
Our Integrated Approach
Tailored Investment Strategies
Robust Tax Strategies
Proactive Risk Planning
Charitable Giving Planning
Estate Planning & Corporate Trustee Services
Folder: Insights
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Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 7/3/20 Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 7/3/20

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Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.

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