America's First Financial is dedicated to providing our clients with the highest quality in financial planning services with an emphasis on retirement planning and investment management. 

Before we make any recommendations to you, we will get to know you personally, and get a full understanding of your current financial situation. We not only want to address any needs that you may currently have, but also help identify things that you may not have thought about to help you pursue your future goals.

While we have many products at our disposal, our investment philosophy is one that is based around well managed, diversified portfolios that are designed specifically with your long-term goals in mind. We are committed to putting your goals and interests first. 

LPL Financial sets itself apart from its competitors through a number of notable business characteristics:

  • No inventory of investment products, so the firm's liquidity is not directly tied to security values.
  • Because there are no proprietary products, you can have complete confidence that investment guidance and recommendations are professional.
  • Industry-leading, independent research assures you that your financial consultant will always have access to the latest insights and information.
  • Superior technology and ongoing training provide LPL advisors with the tools and experience to help you pursue your goals.

Whether you are saving for college, working toward retirement, or building a legacy for you and your family, a knowledgeable America's First Financial consultant can work with you to develop an investment plan aligned with your needs and goals.

It takes time and careful consideration to develop and maintain an investment plan. A successful plan requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track.
At America's First Financial, our goal is to make a difference for you, your family and your future.

Your America's First Financial consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your America's First Financial consultant will work with you to build a diversified portfolio of well-managed investments that aim to optomize potential returns and minimize risk. 

 

 

*Investing involves risk, including the potential loss of principal.  No investment strategy, including diversification, assett allocation and rebalancing, can guarantee a profit or protect against loss.