1st Choice Financial Services is built on a biblical foundation. We believe that God instructs all of us to be good stewards of our money, and we have faithfully committed ourselves to help others achieve the success that God has planned for their financial lives.
We are an independent practice that specializes in Retirement Planning. We help retirees have the quality of life and financial stability throughout their retirement years. As an independent practice, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie-cutter portfolio. We don’t work for a brokerage practice or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.
The world is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency. At 1st Choice Financial, we believe in creating TRUST through TRANSPARENCY.
Therefore, our practice and the Retirement advisors within are dedicated to our fiduciary standard. This is our commitment to uphold a duty of loyalty and care to our clients in everything we do. This is important when seeking counsel for your financial well-being because it means we have an obligation to always look out for your best interest.
Unlike many financial planners, we see retirement planning not as a one-time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation to their health and lifestyle, to their dreams and goals for retirement.
With that vital information, we begin the 5-Step 1st Choice Roadmap to Retirement® process. This simple, easy-to-understand process consists of a complete, customized written plan focused on 5 key areas of your financial life:
- Financial Review
- Income Planning
- Tax Planning
- Health Care Planning
- Legacy Planning
Our Mission
With the clients’ best interest as our beacon, we strive to build the foundation for their personal and financial goals; yet, this is only possible with a perfect alignment of company and client.
Their gain is our gain. Their loss is our loss.
Whether it is the independent and innovative financial strategies or the customer service that is above and beyond industry expectations, when we see the world through our clients’ eyes and our separate goals become one, then we have the opportunity to truly change lives for the better.
