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.

College is just around the corner! It’s an exciting time, but preparing for this milestone can help avoid unnecessary st...
08/22/2025

College is just around the corner! It’s an exciting time, but preparing for this milestone can help avoid unnecessary stress and expenses. 3 tips to get a head start:

1. Plan ahead for travel: college towns may have limited accommodations, so start researching travel and lodging options early to save money
2. Be proactive with health needs: get annual exams, dental checkups and vaccinations out of the way before they leave. Also, make sure you know the location and hours of the campus health center and nearby medical services
3. Have a financial talk: it’s important to discuss necessary vs. discretionary spending and to set expectations on who will cover what

Whether it’s creating a college savings plan or reviewing your budget, we’re here to help you make the most of this time. Let’s make sure your child’s future is secure, both academically and financially: http://bit.ly/3TItfJ5 🔗

Today, on , we celebrate the contributions of our seniors and recognize the importance of ensuring their financial well...
08/21/2025

Today, on , we celebrate the contributions of our seniors and recognize the importance of ensuring their financial well-being in retirement.

We understand that retirement planning is about more than just saving money—it’s about ensuring that seniors can live comfortably, maintain their independence and leave a meaningful legacy for future generations.

Whether you're already retired or planning ahead, now is the time to make sure your finances are set up to support your lifestyle and goals. Let’s work together to secure your future and make your golden years shine: http://bit.ly/3TItfJ5 🔗

Tech support and remote access scams are on the rise and they can have serious financial consequences. If you receive an...
08/20/2025

Tech support and remote access scams are on the rise and they can have serious financial consequences.

If you receive an urgent request from someone claiming to be tech support, remember:
✔️ Verify everything—always call the company directly using a known phone number
✔️ Take your time—scammers want you to act fast, so don’t rush into any decision
✔️ Use strong security—multi-factor authentication and unique passwords can help protect your accounts

At , we’re committed to helping you protect your assets from fraud. Stay vigilant and don’t share passwords or personal information without verifying the source.

Planning a wedding is one of the most exciting times in life, but it can also be a big financial challenge 💍 With carefu...
08/18/2025

Planning a wedding is one of the most exciting times in life, but it can also be a big financial challenge 💍 With careful budgeting and a clear understanding of how much you can contribute upfront, you can make that special day a reality without financial stress.

Start by assessing your savings and figuring out exactly how much you can afford to spend. Whether you’re saving up for a dream venue or focusing on the details, having a smart financial strategy will make all the difference.

When it comes to estate planning, a trust can be one of the most powerful tools, but it’s important to weigh the pros an...
08/11/2025

When it comes to estate planning, a trust can be one of the most powerful tools, but it’s important to weigh the pros and cons before making a decision.

We understand that a trust isn’t a one-size-fits-all solution. Whether you're looking for privacy protection, the ability to avoid probate or control over how your assets are distributed, a trust can be a great way to ensure your wishes are carried out. But, there are considerations too—trustee control, upfront effort, administrative costs and tax implications are just some of the factors you’ll want to think through.

Curious if a trust is right for you? Learn more on how we can help: http://bit.ly/44YzNbP 🔗

The 2025 Retirement Confidence Survey reveals some striking truths on how Americans really feel about retirement. These ...
08/06/2025

The 2025 Retirement Confidence Survey reveals some striking truths on how Americans really feel about retirement. These numbers aren’t just statistics—they’re a reflection of the real concerns many face when planning.

The key isn’t necessarily having all the answers right away—it’s knowing where to start asking the right questions. We help guide you through those tough questions, providing personalized strategies that give you the clarity and confidence to navigate your retirement journey.

Let’s talk: http://bit.ly/3TItfJ5 🔗

a large percentage of Americans—87% to be exact—are relying on Social Security as part of their retirement income stra...
08/01/2025

a large percentage of Americans—87% to be exact—are relying on Social Security as part of their retirement income strategy? While it can be a helpful supplement, it's often not enough to fund a comfortable retirement on its own.

We believe retirement planning should be as unique as you are. That’s why we help you develop comprehensive strategies that go beyond Social Security, incorporating additional income streams and smart financial decisions that work for your goals.

Learn more on how we can help: http://bit.ly/3TItfJ5 🔗

I’ve had a few more days to explore and I can’t believe how much we’ve packed into this trip. From biking and hiking to ...
07/30/2025

I’ve had a few more days to explore and I can’t believe how much we’ve packed into this trip. From biking and hiking to whiskey tours and getting lost in Prague, here’s a recap of what we've been up to the second half of our trip:

✔️ Day 6: after a rainy morning, the skies cleared up just in time for our whiskey tour. It was a great experience, learning about different whiskeys and their history.
✔️ Day 7: started the day with more biking and after a few hours of exercise, we made our way to a biergarten to cool off and enjoy some local brews.
✔️ Day 8: we visited Regensburg, Germany and I couldn’t pass up the chance to indulge in some sausage and sauerkraut—hands down, the best I’ve ever had. We then headed to Prague.
✔️ Day 9: on our last full day in Prague, we got a little lost exploring the city - but sometimes those are the best adventures. We ended up at the Lennon Wall and stumbled across some sights along the way.
✔️ Day 11: after a long day of travel, we’re finally back home and it’s safe to say this trip was one for the books.

I'm appreciative for the beautiful places I saw, experiences I took part in, and all the new friends I made along the way.

07/28/2025

We recently hosted a valuable webinar, where we dove into the importance of communication in financial and legacy planning.

These conversations may not always be easy, but they’re essential for ensuring that your values, wishes and goals are clearly communicated—both within your family and to the professionals guiding your financial future.

If you weren’t able to join us live, no worries! Watch the full recording now at https://brnw.ch/21wUun5 🎥

Rising costs are impacting both workers and retirees, making retirement feel more uncertain for many.We know that planni...
07/25/2025

Rising costs are impacting both workers and retirees, making retirement feel more uncertain for many.

We know that planning for retirement is about more than just saving—it's about creating a strategy that helps you navigate financial challenges and gives you confidence for the future. Whether you're still working or already in retirement, having a flexible plan can help you manage today’s cost of living while preparing for tomorrow.

Start planning today, so you can feel confident in the future you’re building. Reach out at https://bit.ly/4kkCBp8 🔗

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 🔗

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.

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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