PlanFIRST Information

PlanFIRST is committed to providing solid counsel and sound investments. Established in 1984, PlanFIRST is an independent, fee-only asset management and financial planning firm. We take the time to understand clients'​ needs, goals, and expectations. Every portfolio is carefully designed with the clients'​ personal financial goals and risk tolerance in mind. At PlanFIRST, each client has two designated advisors but also has access to the collective experience and professional training of our entire team. Our services are tailored to each client and their financial and estate planning goals. As part of our ongoing commitment, we monitor portfolios and meet with clients regularly so that adjustments can be made, as necessary. Our depth of experience and collaborative approach are designed to provide the following turnkey services: • Investment Management and Analysis • Retirement Planning • Financial and Tax Planning • Wealth Transfer and Estate Planning • Trust Planning • Insurance Planning PlanFIRST is a singular resource for financial expertise wholly dedicated to establishing caring and trustworthy relationships.