If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future, and having enough money to pay for it - watch this video to learn how you can protect your retirement income and be sure that you don't run out of money or become a burden on your children.
Here at Strategy First, we only focus on one thing: The needs of our clients. We pour every ounce of effort we have into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.



We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Why Choose Strategy First?



Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Strategy First Financial:



Valuable Experience

Because over ninety percent of our clients are heading towards retirement with similar concerns, we are in an ideal position to help meet their needs. When you choose Strategy First, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, we have over 22 years of combined asset management experience!



Independence and Objectivity

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.



A Disciplined Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process: