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.

Planning a wedding is an exciting, once-in-a-lifetime event—but it can also be costly 💍 One smart strategy to keep your ...
07/21/2025

Planning a wedding is an exciting, once-in-a-lifetime event—but it can also be costly 💍 One smart strategy to keep your wedding budget on track is to open a separate account dedicated to the big day. By setting up regular deposits into this account, you can make steady progress toward your goal and avoid overspending.

This simple step can help you stay focused and on target with your wedding budget. We're always here to help - reach out at https://bit.ly/4kkCBp8 đź”—

At , we believe in the power of giving back. A recent poll found that:➡️ 75% of U.S. adults contributed to a charitable...
07/18/2025

At , we believe in the power of giving back.

A recent poll found that:
➡️ 75% of U.S. adults contributed to a charitable cause last year
➡️ The top donations went to faith-based organizations and groups addressing basic needs like food and shelter
➡️ Older adults are giving at higher rates than younger generations

These trends speak to the importance of values and community in shaping our financial decisions. At the heart of it all, we strive to help you not only preserve your wealth but also use it to make a meaningful impact on the world around you.

Visit https://bit.ly/4kkCBp8 to learn more and connect.

Estate planning isn’t just about passing down assets—it’s about securing your family’s future and ensuring that your wis...
07/14/2025

Estate planning isn’t just about passing down assets—it’s about securing your family’s future and ensuring that your wishes are honored when it matters most.

While it’s common for many to delay estate planning due to discomfort or uncertainty, the truth is that starting this conversation today is one of the best ways to protect your loved ones. A well-thought-out estate strategy provides peace of mind knowing that everything is in place, no matter what comes.

We help guide you through the estate planning process. Reach out today at https://bit.ly/4kkCBp8 đź”—

Talking about retirement early—especially with younger family members—can make a huge impact. It’s important to start th...
07/09/2025

Talking about retirement early—especially with younger family members—can make a huge impact. It’s important to start the conversation before it feels urgent, ensuring the next generation is set up for a secure financial future.

Also, delaying Social Security until age 70 can significantly increase your monthly benefits. Making strategic choices now can set you up for a more comfortable retirement down the road.

Let’s start planning today. Reach out at https://bit.ly/4kkCBp8 🔗

How much income will you have in retirement? Social Security can be a key part of your retirement plan, but relying sole...
07/03/2025

How much income will you have in retirement? Social Security can be a key part of your retirement plan, but relying solely on it might not be enough to support the lifestyle you want.

At , we focus on creating personalized retirement strategies that include multiple income streams, so you’re not left wondering how to cover your expenses when it’s time to retire.

Planning ahead gives you the confidence to enjoy your retirement, knowing that you’ve prepared for what’s ahead.

Happy National Financial Freedom Day! Today, we’re celebrating the importance of financial independence—something that’s...
07/01/2025

Happy National Financial Freedom Day! Today, we’re celebrating the importance of financial independence—something that’s achievable for everyone with the right plan.

Financial freedom means different things to different people, but for most, it’s about having control over your financial future - without being limited by uncertainty or stress. Whether it’s saving for retirement, planning for major life events or simply getting rid of debt, it starts with creating a strategy that works for you.

At , we’re here to help you build that plan and support your journey to true financial freedom.

Imposter scams are on the rise.Fraudsters are pretending to be your bank, a regulator or even law enforcement. They’ll t...
06/30/2025

Imposter scams are on the rise.

Fraudsters are pretending to be your bank, a regulator or even law enforcement. They’ll tell you there’s a problem with your account or that your name is tied to criminal activity, then they pressure you to act fast—handing over cash, wiring funds or sending gift cards to “fix” the issue.

Don’t fall for it. If someone demands immediate action, hang up. Stay informed, stay safe and talk to your financial professional before acting.

Talking about retirement with the younger people in your life might feel early—but it's one of the smartest conversation...
06/27/2025

Talking about retirement with the younger people in your life might feel early—but it's one of the smartest conversations you can have.
We help individuals and families create retirement strategies that work for them—and grow with them. Whether someone’s just starting their first job or figuring out what long-term goals look like, we’re here to help.

Start the conversation now. Their future self will thank you. To learn more, visit: bit.ly/3P5ch5i

06/26/2025

It’s not always the first thing we think about, but it’s one of the most important. In our latest webinar, Everything but the Money: The Value of Communication, we explored what it really means to prepare—beyond the finances.

Watch now and to catch the full webinar, visit
https://brnw.ch/21wTI6j đź”—

Account takeover scams are becoming more common and serious. Hackers gain access to your financial accounts by stealing ...
06/23/2025

Account takeover scams are becoming more common and serious. Hackers gain access to your financial accounts by stealing your login information through phishing emails or malware. Once inside, they can drain your accounts or lock you out entirely.

Tip: if you get a suspicious email or text, don’t click anything. Visit your bank’s website directly or call your advisor.

Happy National Homeownership Month 🏡 For many families, a home isn’t just a place—it’s a legacy. As one of the largest ...
06/18/2025

Happy National Homeownership Month 🏡 For many families, a home isn’t just a place—it’s a legacy. As one of the largest investments you’ll ever make, your home plays a key role in your estate and legacy planning.

We help ensure what matters most to you—your loved ones, your home and your financial goals—are protected for the long term.

Want to talk about how your home fits into your plan for the future? Let’s start the conversation: bit.ly/3P5ch5i 💬

Weddings are joyful... and expensive. With the average wedding now costing around $35,000, it’s important to have a plan...
06/09/2025

Weddings are joyful... and expensive. With the average wedding now costing around $35,000, it’s important to have a plan that supports your celebration and your future.

We believe that financial planning isn’t just for retirement—it’s for every life stage, including the exciting ones like this 💍

Whether you’re figuring out how to fund your big day or want help thinking ahead to what comes next, we’re here for you. Visit bit.ly/3P5ch5i to learn more.

Address

Fogelsville, PA

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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