Client 1st Financial

Client 1st Financial Together we can help identify your goals, analyze risk, assess needs and establish a plan of action.

Our goal is maintaining and improving standards of living, maximizing wealth, preparing for financial independence and estate protection and preservation.

This week is all about taking a closer look at your retirement readiness. Are your savings on track? Do you have strateg...
10/21/2025

This week is all about taking a closer look at your retirement readiness. Are your savings on track? Do you have strategies in place to maintain your lifestyle once you retire? Even small steps today, like reviewing your plan or meeting with a financial advisor, can make a big difference down the road.

To learn more on how we can support you with retirement planning, visit https://tinyurl.com/5h6et3r8 đź”—

Expanding your family is one of the most common reasons people update their estate plans, but many parents still haven’t...
10/14/2025

Expanding your family is one of the most common reasons people update their estate plans, but many parents still haven’t created a will to name a guardian for their children.

At , we help families review and update their estate strategies so that loved ones are protected and your wishes are clear. Life changes fast and keeping your plan up to date ensures what matters most is safeguarded.

Retirement isn’t just about when you stop working—it’s about having the freedom and resources to live the life you want....
10/08/2025

Retirement isn’t just about when you stop working—it’s about having the freedom and resources to live the life you want. At , we help clients plan proactively for retirement, ensuring they can pursue their passions, manage income streams, and feel confident in their financial future—whether that includes continuing to work or fully enjoying retirement.

Learn more about how we can help you create a retirement strategy that aligns with your goals: https://tinyurl.com/5h6et3r8 đź”—

Social Security is a key part of many retirement plans, but understanding how it fits into your broader strategy can be ...
10/06/2025

Social Security is a key part of many retirement plans, but understanding how it fits into your broader strategy can be tricky.

We help clients navigate its complexities, their retirement income and long-term planning so they can make confident decisions for their future. Whether you’re just starting to plan or revisiting your strategy, having a clear roadmap can make all the difference.

Learn how to align Social Security with your retirement goals: https://tinyurl.com/5h6et3r8 đź”—

Have you ever wondered what type of clients we work with or how to get started with a financial advisor at ? We’ve upda...
10/01/2025

Have you ever wondered what type of clients we work with or how to get started with a financial advisor at ? We’ve updated our FAQ page to answer these questions and many more.

Whether you’re just beginning your financial journey or exploring strategies for retirement, our FAQs provide clear guidance to help you take the next step.

Check out the newly updated page: https://tinyurl.com/dp3vs97p đź”—

We were honored to join the community at New Bethany’s Souper Day event, celebrating the impactful work they do to comba...
09/30/2025

We were honored to join the community at New Bethany’s Souper Day event, celebrating the impactful work they do to combat food insecurity in our region.

Michael J. Fischer, President, had the privilege of speaking at the event and reflecting on his time serving as Board President. It was a meaningful way to wrap up his term while supporting the organization's mission to help our neighbors in need.

When it comes to working with a financial advisor, many myths can hold people back - from thinking it's only for the wea...
09/29/2025

When it comes to working with a financial advisor, many myths can hold people back - from thinking it's only for the wealthy to fearing that you'll lose control of your money.

The truth is a financial advisor is here to guide you, no matter your income or asset level, and help you reach your financial goals with personalized strategies tailored to your unique situation.

At , we believe in debunking the myths and offering clarity around what it really means to work with a professional. Ready to take control of your financial future? Learn more: https://brnw.ch/21wWbZ7 đź”—

September is , a time to reflect on how prepared we are for life’s unexpected events. Just like we prepare for emergenc...
09/22/2025

September is , a time to reflect on how prepared we are for life’s unexpected events. Just like we prepare for emergencies with safety kits and plans, it’s equally important to be prepared financially.

We help you build a financial strategy that ensures you're ready for whatever the future holds. From emergency funds to estate planning and retirement savings, we guide you in creating a well-rounded financial plan that provides peace of mind.

As we look ahead to retirement, it’s important to plan for more than just the basics. While many retirees find their spe...
09/17/2025

As we look ahead to retirement, it’s important to plan for more than just the basics.

While many retirees find their spending higher than anticipated, the key to navigating this is proactive planning. At , we work with you to ensure that your retirement strategy accounts for unexpected expenses and helps you achieve the financial freedom you deserve.

Let’s take the time now to ensure you have a solid plan in place for whatever retirement throws your way: https://brnw.ch/21wVRtl 🔗

It’s concerning to see that while over half of Americans recognize the importance of having an estate strategy, more tha...
09/15/2025

It’s concerning to see that while over half of Americans recognize the importance of having an estate strategy, more than 50% still don’t have a will in place.

At , we believe that estate planning is one of the most important steps you can take to secure your legacy and ensure your loved ones are taken care of according to your wishes.

Whether you’re just starting out or updating your existing plan, it’s never too late to take control of your financial future.

Your legacy is about more than finances—it’s about the impact you leave behind. Join us for Everything but the Money: Le...
09/12/2025

Your legacy is about more than finances—it’s about the impact you leave behind. Join us for Everything but the Money: Legacy Planning & Charitable Giving to learn how to align your values with your estate and make a difference in the community.

Featuring expert insights from Laura McHugh, Chief Engagement Officer at United Way of the Greater Lehigh Valley.

Reserve your spot today: http://bit.ly/4pjN47S đź”—

When it comes to Social Security, timing matters. While many are eager to start benefits early, waiting until age 70 cou...
09/11/2025

When it comes to Social Security, timing matters. While many are eager to start benefits early, waiting until age 70 could result in a significantly higher monthly payment.

At , we help you navigate decisions like these, ensuring that your retirement plan aligns with your long-term goals.

Address

Fogelsville, PA
18051

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16108413037

Website

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