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Building Strategies for your Financial Future

Welcome to: ClientFirst Strategy

To financially empower our clients so that they are on the path to achieve their most important goals and to confidently plan for the future that they envision.

With You in Mind

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Email your comments and questions directly to me: or via twitter @Mitch_Goldberg

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What's Your Risk Number?

Getting started is as easy as 1-2-3!

  • Find of your RISK NUMBER.
  • Receive a suggested investment portfolio of Exchange Traded Funds.
  • Open your new account quickly and securely.
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Our History

Years of experience have prepared us to guide you through your life transitions.

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