Client 1st Financial

Client 1st Financial Together we can help identify your goals, analyze risk, assess needs and establish a plan of action. Our goal is maintaining and improving standards of living, maximizing wealth, preparing for financial independence and estate protection and preservation.
Please visit our website at: www.c1fin.com We have representatives in this office licensed to sell insurance in : California, Delaware, Florida, Massachusetts, Maryland, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Virginia. We have representatives in this office licensed to sell securities in : Arizona, California, Colorado, DC, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, New Jersey, New Mexico, North Carolina, Pennsylvania, Rhode Island, Tennessee, Virginia, West Virginia. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Royal Alliance is not affiliated with Facebook and is not responsible for Facebook's privacy or security policies. Royal Alliance does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by fans or third‐parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.
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Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/07/2020
When Heirs are Imperfect

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Does it make more sense to push back #retirement, or not to retire at all?
05/05/2020
Should You Ever Retire?

Does it make more sense to push back #retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Are you ready for school—again?
05/02/2020
Estimating the Cost of College

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

How literate are you when it comes to your finances? Brush up with these five basics.
04/30/2020
The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

How literate are you when it comes to your finances? Brush up with these five basics.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
04/25/2020
How to Make the Tax Code Work for You

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Pieces of the "Federal Pie" - ever wonder where does your tax money goes? Find out on our website!
04/15/2020
What Do Your Taxes Pay For?

Pieces of the "Federal Pie" - ever wonder where does your tax money goes? Find out on our website!

Here's a breakdown of how the federal government spends your tax money.

How can we help bring your vision to life? #motivational
04/05/2020

How can we help bring your vision to life?
#motivational

Ready to talk about creating a holistic retirement plan? Or perhaps it’s a good time to review your existing? Now’s the ...
04/03/2020

Ready to talk about creating a holistic retirement plan? Or perhaps it’s a good time to review your existing? Now’s the perfect time to set your retirement goals. Check out my website to have a conversation! #RetirementPlanningWeek #Advisors

When should you start taking you Social Security? Click below to weigh your options and see what happens when.
04/02/2020
When Should You Take Social Security

When should you start taking you Social Security? Click below to weigh your options and see what happens when.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Do you know the basics of investing to help you plan for retirement? Check out this great article to learn investing 101...
04/02/2020
Investing for Retirement: The Ultimate Guide | The Motley Fool

Do you know the basics of investing to help you plan for retirement? Check out this great article to learn investing 101. #RetirementPlanningWeek #Investing

Don't leave your future financial security up to chance. Here's what you need to know to get yourself on solid footing for retirement -- in a handy comprehensive review.

Think you’re too young to worry about long-term care planning or that it doesn’t apply to you? Think again! Check out th...
04/01/2020
Long-Term Care Insurance And The Importance Of Developing A Plan

Think you’re too young to worry about long-term care planning or that it doesn’t apply to you? Think again! Check out this article to learn why now is the time to start planning. #RetirementPlanningWeek #Longtermcare

Long-term care insurance provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. What it also provides, though, is peace of mind that yourself or loved ones will be able to afford the help that they need.

How well is your journey mapped-out?#motivation #planyourlife #client1stfinancial
03/31/2020

How well is your journey mapped-out?
#motivation #planyourlife #client1stfinancial

Not only do women tend to outlive men, their healthcare needs differ. Do you know your options? Check out this great art...
03/31/2020
5 Invaluable Retirement Planning Tips for Women

Not only do women tend to outlive men, their healthcare needs differ. Do you know your options? Check out this great article to understand planning considerations and how to manage them. #RetirementPlanningWeek #Women

Here are several top tips for women on how to plan for retirement. All five will help maximize ones success when it comes to retirement planning.

Everyone needs a plan to go with that retirement bucket list! Find out more on our website.
03/30/2020
A Bucket Plan to Go with Your Bucket List

Everyone needs a plan to go with that retirement bucket list! Find out more on our website.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

National Retirement Planning Week is officially underway! Start planning today to relax tomorrow. #RetirementPlanningWee...
03/30/2020

National Retirement Planning Week is officially underway! Start planning today to relax tomorrow. #RetirementPlanningWeek

There have been some changes to Social Security. Ready to learn more? Read on.
03/29/2020
What's New for Social Security?

There have been some changes to Social Security. Ready to learn more? Read on.

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

A good reminder that our journey is not a one-way street. #motivational
03/29/2020

A good reminder that our journey is not a one-way street.
#motivational

Historically, women were the minority gender when it came to literary success, yet they’ve persevered with many amazing ...
03/28/2020

Historically, women were the minority gender when it came to literary success, yet they’ve persevered with many amazing pieces of work. Honor them this Women’s History Month by reading one of the top 25 books written by female authors. https://www.powells.com/25-women-to-read-before-you-die

In an effort to allow retirement funds to grow a little bit longer and eliminate the tax burden on distributions for ano...
03/27/2020

In an effort to allow retirement funds to grow a little bit longer and eliminate the tax burden on distributions for another year and a half, the SECURE Act pushed back the age for which people need to take RMDs (required minimum distributions) from 70½ to 72.

Are you prepared? Give us a call! Or visit our website: https://www.client1stfinancial.com/

Dreaming of moving somewhere warm or closer to family before you retire? Here are important financial aspects of moving ...
03/27/2020
Should You Move Before You Retire? | The Motley Fool

Dreaming of moving somewhere warm or closer to family before you retire? Here are important financial aspects of moving to consider first. #retirement

Thinking of moving as a senior? Here's how to navigate what could be one of the most significant financial decisions of your life.

"Delectable cuisine, attentive service and a little slice of history"
03/26/2020
These Iconic Restaurants Serve A Little Slice Of History

"Delectable cuisine, attentive service and a little slice of history"

Discovering restaurants that have a storied history is a fun way to enhance any trip, and the following restaurants have earned their stellar reputations by offering delectable cuisine, attentive service and a little slice of history.

Your cell phone is full of bacteria....now they go EVERYWHERE with us. So, keep them clean doing this...
03/26/2020
Your Cell Phone Is Filthy! Here's How to Clean It the Right Way

Your cell phone is full of bacteria....now they go EVERYWHERE with us. So, keep them clean doing this...

There are plenty of hacks on how to clean your cell phone. Learn the right way to clean a cell phone properly and tips on how to keep it clean.

03/25/2020
50 Things You Never Knew Were Invented by Women

Did you know that many of the day-to-day devices and appliances you have come to love (and maybe take for granted) were actually created by women? These will impress and surprise you! How many of these 50 have you used in your lifetime? #womenshistorymonth

On May 5, 1809, Mary Kies became the first woman to receive a patent in the United States. (It was for her technique of weaving straw with silk.) Of course, women inventors existed before this time, but the property laws in many states made it illegal for women to own property on their own. This [.....

Can we help? #client1stfinancial #lifeprosperitylegacy
03/24/2020

Can we help? #client1stfinancial #lifeprosperitylegacy

There is an undeniable link between deb and stress. The average American household owes over $100K in debt - there is li...
03/24/2020
Debt Stress

There is an undeniable link between deb and stress. The average American household owes over $100K in debt - there is little wonder why debt causes so much stress.
Head on over to our website and find out about the link between and how to manage it.

There’s a link between debt and stress.

For many moms, your 40s tend to be the perfect time to try new hobbies. The kids are older so you’ve got…free time. GASP...
03/23/2020
12 Awesome Hobbies To Take Up In Your 40s

For many moms, your 40s tend to be the perfect time to try new hobbies. The kids are older so you’ve got…free time. GASP! Check these out. #hobbies

Ahh, your 40s... Your kids are becoming more independent, and doing something for yourself has moved to the top of your priority list. -Club Mid

03/23/2020
Client 1st Foundation

The Client 1st Foundation strives to help those in need in our by supporting the non-profit organizations who advocate for the disadvantaged. The Foundation's reach is felt not just in our community but throughout the country.
Find out more on Facebook.

We believe it´s important to positively impact the lives of others.

What’s your two-word life mantra?#motivational
03/22/2020

What’s your two-word life mantra?
#motivational

Being a successful restaurateur is not an easy task. Take a look at some of the things to consider before jumping into t...
03/21/2020
5 Points To Consider When Securing A Prime Location For Your New Restaurant

Being a successful restaurateur is not an easy task. Take a look at some of the things to consider before jumping into the restaurant business.

"Absolutely, everything is negotiable, in theory. Of course, the extent to which landlords are negotiable depends on the type of business being talked about for the space, the credit and financial history...

It's World Down Syndrome Day!Down Syndrome happens in about 1 in every 1,000 births. Down Syndrome is medically called T...
03/21/2020

It's World Down Syndrome Day!
Down Syndrome happens in about 1 in every 1,000 births. Down Syndrome is medically called Trisomy 21 and it is having three copies, instead of two, of chromosome 21.
Today we celebrate and raise awareness for Down Syndrome. Find out more here: https://www.worlddownsyndromeday2.org/about-wdsd
#inclusion #lotsofsocks #downsyndrome

If you’ve tossed around the idea of starting your own business, what’s holding you back? Here are helpful tips to get th...
03/21/2020
6 Startup Tips for Women Entrepreneurs

If you’ve tossed around the idea of starting your own business, what’s holding you back? Here are helpful tips to get the wheels in motion. #entrepreneur

Women are starting their own businesses at an accelerating pace.

Getting behind the wheel of your dream car and racing around a speedway would be epic. So do it! Here are the top experi...
03/20/2020
10 great racing schools and high-speed experiences

Getting behind the wheel of your dream car and racing around a speedway would be epic. So do it! Here are the top experiences in the US. #livingwell #wellness

If you’ve ever dreamed of zipping around a race track at twice the legal speed limit, it’s time to go back to school, says Kim Wolfkill editor-in-chief of Road & Track magazine (roadandtrack.com), and a former racecar driver.

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Fogelsville, PA
18051

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Telephone

610-841-3037

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