To give clients greater clarity concerning their financial future, resulting in smarter decision making today; all while providing timely, open and honest communication, relevant education, and seamless proactive service that will consistently exceed our client’s expectations.
At 1st Line Financial LLC, we care about people and their plans for the future. Our job is to help our clients, their families and their businesses meet their long-term financial goals by helping to protect, grow, manage and ultimately, effectively transfer their wealth. Costs matter. Taxes matter. Most importantly, your dreams matter.
Business Owners and Executives
We have particular expertise in serving business owners & executives, as they seek to provide employee/executive benefits that will not only attract and retain key employees but also help them work towards improving their own financial future. We strive to help you maximize tax advantages and ultimately exit your business and protect your wealth. We can help you structure and manage employee compensation and benefits programs, including qualified and non-qualified retirement plans, deferred compensation and others.
Our Focus and Philosophy
Our initial focus is on personal financial planning – we customize our approach to each client, helping them develop a carefully crafted financial plan that can meet their objectives and, in many cases, save them and their heirs from incurring avoidable taxes and other costs.
Additionally, 1st Line is committed to meeting the investment management needs of our clients – preserving their capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles.
Our success in developing lasting client relationships is founded on shared values, a thorough understanding of our clients’ goals, and a keen desire to earn their trust and confidence. At 1st Line, we care about people and their plans for the future.