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PLAN FOR TOMORROW'S DREAMS.
Make a plan for a bright financial future with Connect First Wealth. Our teams will help you plan, manage, and build your financial security.
Whether you are an individual, couple, independent business owner or farmer – whether you are investing for the first time or a savvy long-term investor, we have the experience and solutions to help you achieve the financial goals that matter to you.
We take great care in providing investment advice tailored to your unique needs and financial goals. We start by establishing your needs and financial goals. With a solid plan in place, we work with you to identify the products and strategies that will help you achieve them.
With comprehensive array of investing options, our expert advisory team is here to help you build a flexible plan and provide you with the support you need to make investment decisions with confidence.
|Sailing smoothly through retirement takes proper planning and preparation. We help our members assess their retirement needs and design a plan that meets their financial and personal goals. We also offer investment options that will work hard for you so you can get on with the real business of life . . . living it.||Planning for retirement is a life-long process for most of us. We work hard, make contributions to pension plans and other investments that will secure a future when working is no longer desired or possible. Connect First Wealth can help you to make sense of your pension contributions, how much you can expect to receive and how to maximize every possible benefit to your advantage.|
|At Connect First Wealth, we recognize that there may be times when you need help making the most of your investments. That's why we offer specialized consultations to meet your specific needs. We work with our members to identify goals and values, assess risk tolerance, allocate assets and select the best investments. We recognize that life changes, as do markets, and so we monitor your portfolio to ensure that it reflects your goals and needs.||If a son inherited the family business, what does the daughter get of equal value? Consider the same scenario involving a family heirloom. This type of situation is not uncommon and can be very agonizing to families settling estates. Connect First Wealth offers an approach to inheritance equalization that helps our members effectively deal with difficult bequest issues. We design investment strategies to help members whose assets may be difficult to assess for value and cannot be divided into equal shares.|
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