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 holiday season, your generosity can do more than bring joy to others, it can also be a smart part of your retiremen...
12/09/2025

This holiday season, your generosity can do more than bring joy to others, it can also be a smart part of your retirement strategy 🎁

Charitable giving can provide valuable tax benefits, offer flexibility in your retirement income planning and help you make a meaningful difference in the lives of the people and causes you care about most. By thinking about giving as part of your broader financial plan, you can create a lasting legacy that reflects your values while supporting your financial future.

Explore more at https://tinyurl.com/5h6et3r8 🔗

Curious on how works with clients or what to expect when getting started?Our updated FAQ page answers these questions ...
12/05/2025

Curious on how works with clients or what to expect when getting started?

Our updated FAQ page answers these questions and more, helping you gain the clarity you need to take the next step toward financial planning, legacy building and achieving your goals.

Learn more: https://tinyurl.com/dp3vs97p 🔗

Earlier this week, we held our annual firm development meeting with our partners at Social T Marketing & PR — a time to ...
11/27/2025

Earlier this week, we held our annual firm development meeting with our partners at Social T Marketing & PR — a time to reflect, collaborate and plan for what’s ahead. These meetings remind us why we do what we do: to serve our clients and community with care, integrity and purpose.

We’re proud of what we’ve accomplished together and excited to keep building on that success in 2026 and beyond.

11/20/2025

As the holidays approach, we’re taking a moment to reflect on what truly matters most: family, friendship, and the chance to make a difference in the lives of others.

This year and always, we’re grateful for our clients, our community, and the trust you place in us to help plan your future and build your legacy 💙

Michael recently joined more than 1,000 business and community leaders at the Greater Lehigh Valley Chamber of Commerce ...
11/18/2025

Michael recently joined more than 1,000 business and community leaders at the Greater Lehigh Valley Chamber of Commerce Annual Meeting and Awards Show!

We were especially proud to see New Bethany recognized as it celebrates 40 years of service to the Lehigh Valley. Michael attended the event to support the organization and close out his term as Board President—a role that has allowed him to help further New Bethany’s mission and community impact.

Congratulations to all of the honorees for the important work they do across our region 💙

Happy National Philanthropy Day 🌟 At , giving back is a cornerstone of building a lasting legacy. From charitable trust...
11/15/2025

Happy National Philanthropy Day 🌟 At , giving back is a cornerstone of building a lasting legacy. From charitable trusts to family foundations and donating appreciated assets, there are many ways to make your generosity count.

Our team helps clients incorporate philanthropy into their financial and legacy planning, making sure your contributions support the causes that matter most.

Learn more: https://tinyurl.com/5h6et3r8 🔗

This holiday season, the power of giving is clearer than ever 🌟 Contributions to causes like education, healthcare and c...
11/13/2025

This holiday season, the power of giving is clearer than ever 🌟 Contributions to causes like education, healthcare and community services can create a lasting difference, not just for the recipients, but for the legacy you leave behind.

helps clients weave philanthropy into their financial planning, ensuring that every gift is intentional, meaningful and aligned with personal values. Giving thoughtfully can leave a lasting impact on both your community and long-term financial goals.

11/12/2025

we hosted our Everything but the Money: Legacy Planning & Charitable Giving webinar with expert guest Laura McHugh, Chief Engagement Officer at United Way of the Greater Lehigh Valley.
We discussed how charitable giving can be an essential part of your legacy planning. Watch the video clip below to catch up on the discussion!

Want to dive deeper? Join us for our upcoming webinar, Everything But the Money: Legacy Planning & A Trusted Advisor, where we’ll continue to explore how charitable giving aligns with your financial goals.

Register now: https://brnw.ch/21wXr2x 🔗

With the holidays right around the corner, it’s a time for gratitude, giving and thinking about the legacy you want to l...
11/07/2025

With the holidays right around the corner, it’s a time for gratitude, giving and thinking about the legacy you want to leave 💙 At , we help clients make their generosity last by tying charitable giving into their financial, retirement and estate plans.

Start your journey to giving with purpose this season: https://tinyurl.com/5h6et3r8 🔗

The next Everything but the Money webinar is right around the corner! Join us on Monday, November 18 at 12 PM for Legacy...
11/04/2025

The next Everything but the Money webinar is right around the corner! Join us on Monday, November 18 at 12 PM for Legacy Planning & A Trusted Advisor featuring Tom Garrity, Managing Partner at Compass Point Consulting, LLC, and Michael J. Fischer, President of .

This session will explore how a trusted advisor helps you build confidence in your legacy and ensures your financial goals are aligned with your values.

Don’t miss this insightful conversation! Save your seat today: https://tinyurl.com/4mde29sy 🔗

10/30/2025

We appreciate Laura McHugh, Chief Engagement Officer at United Way of the Greater Lehigh Valley, joining us for the third installment of our Everything but the Money webinar series.

The session offered valuable insights into how charitable giving can become a meaningful part of your legacy, including donor trends, giving strategies and ways to align your values with impactful, lasting contributions.

A big thank you to all who joined. Stay tuned for our upcoming webinar: https://brnw.ch/21wX4y8 🔗

Now is a perfect time to take stock of your financial goals and plan for the future. At , we help clients create strate...
10/27/2025

Now is a perfect time to take stock of your financial goals and plan for the future. At , we help clients create strategies that go beyond budgets and investments. From retirement and estate planning to legacy building and income strategies, financial planning is about aligning your resources with the life you want to live.

Whether you’re just getting started or reviewing an existing plan, now is the time to take action and gain confidence in your financial future.

Learn more about how we can help: https://tinyurl.com/5h6et3r8 🔗

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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