Client First Financial

Are Your Getting the Most Out of Your 401k or IRA account? Want to Optimize Social Security?

When approaching retirement, Retirees face 3 major issues:
   1.   How do we maximize Social Security Retirement Income?
   2.   Are my 401k & IRA accounts properly diversified?
   3.   How should I position these accounts for the most effective income drawdown?


We help our clients by providing specific solutions for each of these issues:
      Social Security Timing Software to evaluate the income election decision
      Morningstar Principia to determine 401k IRA diversification
      Sunguard Financial Planning Suite to stage retirement plan distributions

For a COMPLIMENTARY 2nd. OPINION, call today, toll-free 888.688.9080 or email frank.horath@raymondjames.com

We provide "Solutions for your financial story", leaving no stone unturned, period.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights