Asset Management

We create a proactive asset management strategy that is designed to accomplish your financial goals. Our goal is to maximize every portfolio, while ensuring that it fits your risk tolerance.

Learn More »

Financial Planning

PlanFIRST  is more than an investment management company. We understand and appreciate whom we work for, what we are trying to accomplish, and what is at stake. In a very real sense, how we as a firm perform each day will determine to what degree our clients will ultimately be successful in meeting their goals.

Learn More »

Retirement Planning

We perform detailed analyses so we can help you plan for your retirement goals. This can include finding the best ways to distribute your retirement assets or helping you decide when to retire.

Learn More »

Tax Planning

We help with tax planning and often discuss your tax situation with your CPA or tax preparer.

Learn More »

Estate Planning

We work with your attorney to create an estate plan that you feel good about. We will go with you to meet your attorney to help ensure that your plan is seamless.

Learn More »

Generation Transition Planning

We care about our clients personally, so we assist surviving spouses and families as they settle the estate.

Learn More »

Trust Services

PlanFIRST partners with the Personal Trust Services Division of Charles Schwab Bank to provide our clients a comprehensive menu of trust services. As the trust advisor, PlanFIRST  is the primary contact for all trust relationships managed by our firm. This strategic partnership allows PlanFIRST to provide independent oversight and management of all trust assets while Charles Schwab Bank, as administrative trustee, provides the fiduciary administrative services.

Learn More »

Client Education

We provide our clients with regular account statements and a consolidated rate-of-return report. We also send out regular newsletters, tips, and insights to help you understand your investments and our process.

Learn More »