Our advisors specialize in pensions, specifically 403(b), 401(k), 457 and IRA’s and will provide you with 1 on 1 guidance.  Together we can guarantee you financial stability that will last as long as you do.

​Social Security Maximization:
A couple was going to wait 4 years to file for Social Security Benefits in order to maximize their lifetime pay out. We showed them how to get $110K+ over the next 4 years as opposed to waiting. Our software used in our trademarked process very often shows couples how to derive hundreds of thousands of dollars more in Social Security compensation than they previously thought possible. We will take the time to investigate each individual case to make sure you maximize pension income.

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Why do we use only guaranteed products?

The studies listed on our website reflect the simple fact that the best investments used to build wealth can be the worst to provide income.  We advise our clients to use a savings vehicle specifically engineered to provide guaranteed income.  Any other savings vehicles will often have to double or triple in value to provide the same level of income that these guaranteed contracts can provide with no market risk or volatility.  With this, you can have a steady pay check for life and be guaranteed your money growth at a predetermined rate.

All guarantees are backed by the claims paying ability of the issuing insurance companies.

Here at Clients First Financial we take an integrated approach using guaranteed elements of your pension and show you how to Maximize SOCIAL SECURITY benefits that may be available along with pensions provided by your employer.Our expert advisors take the time to look at each individual case and to make sure we maximize your pension income.  There are often SOCIAL SECURITY and pension opportunities that are overlooked or go unknown.