Client First

We help people secure the financial confidence they deserve. Creators of @Adaptiv • Registered Investment Advisor • Fiduciary • Fee-Only Financial Advisor

[Client First @CLiENTF1RST]

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

[Client First @CLiENTF1RST]

#HappyThanksgiving to you and your loved ones from Client First! Enjoy the day with family, friends, food and football!

[Client First @CLiENTF1RST]

Friendly reminder our office is closed today. We're helping out @HFHWaDo. We'll be back in the office tomorrow.

[Client First @CLiENTF1RST]

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! https://t.co/NuHZrmTErf #stockmarket #investing #wallstreet #technicalanalysis #adaptiv

[Client First @CLiENTF1RST]

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:

https://t.co/KtyzAaTYGk

[Client First @CLiENTF1RST]

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!

https://t.co/KtyzAaTYGk

[Client First @CLiENTF1RST]

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...

[WEDCNews @WEDCNews]

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: https://t.co/YcOm3Hvjrj

@CLiENTF1RST

[David Zarling, CMT @AdaptivCharts]

Have your theses. Let price confirm or deny.
No need to guess. Have a plan, not a prediction.

[Client First @CLiENTF1RST]

Watch this month's presentation, learn more about Rob, and leave feedback by visiting out website!

#Adaptiv #TrueHolistic #WeLoveOurClients

https://t.co/bArnaERTZJ

[Client First @CLiENTF1RST]

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!

[Client First @CLiENTF1RST]

Learn more by tuning into this month's Lunch & Learn event with the link below!
https://t.co/Y9fYNx8mkY
#Adaptiv #TrueHolistic #WeLoveOurClients

[Client First @CLiENTF1RST]

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.
https://t.co/Y9fYNx8mkY
#Adaptiv #TrueHolistic #WeLoveOurClients

[Client First @CLiENTF1RST]

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?

[Client First @CLiENTF1RST]

It is our privilege to provide a fun and engaging way to learn more about financial planning during, “TrueHolistic™ Jeopardy!”

#Adaptiv #TrueHolistic #WeLoveOurClients

https://t.co/CPDBppSnlS

[Client First @CLiENTF1RST]

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!

https://t.co/CPDBppSnlS

[Client First @CLiENTF1RST]

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.

https://t.co/CPDBppSnlS