You might have an attorney, an accountant, a stock broker and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services. 1st Choice is a fee-based financial services firm dedicated to providing hands-on advice, service and support. Our Financial Second Opinion program is a comprehensive investment analysis tool that can help you toward reaching your goals. 

 

 

 

 

We Serve Clients who are:

 

 

 

• frustrated because they don't have time to plan adequately for their financial futures.

• feeling confused by the maze of financial choices that they face.

• in need of a second opinion to help validate an important financial decision.

• thinking about retirement and wondering whether they’ve prepared for it adequately.

• desiring to make prudent investment decisions, but finding that the task of keeping up with their investments is too stressful.

• looking for a trusted financial advisor whose compensation doesn’t depend on selling them a financial product.

 

 

 

Everyone has to deal with the reality of limited resources: there are limited amounts of time, energy, money, etc. available to each of us. The financial choices that we face are often complex and can seem overwhelming. At one time or another, most people will find that they need professional financial advice in order to make the best possible decisions.

 

 

At 1st Choice Tax, we help our clients identify their goals and develop a plan to accomplish them. We are financial planning advisors  compensated by our clients, not through commissions or fees from client purchases of financial products. Because we work on a project basis, we are free to focus on you and your concerns. If you need a financial product, we can help you identify the best solutions available; if you don’t need one, we’ll help you confirm that.

 

 

Whether you need a simple financial check-up, advice on how to allocate your 401(k), 403(b), or IRA funds, help in planning for your child’s education, assistance in developing a complete, integrated financial plan for your family’s future, or development of your bussiness goals and idea's, we’ll work with you to ensure that your goals are clearly defined and guide you in pursuing them effectively.

 

Let one of our financial advisors help put you on track. E-mail us now at Choicetax01@gmail.com or call us

                                                       We're Here For You At Every Step.