ClientFirst is a fee-only fiduciary financial advisory firm serving pre-retirees and retirees from offices in Little Rock, Arkansas, and Fort Worth, Texas. The firm focuses on the distinct challenges of retirement, helping clients plan how to turn accumulated savings into income that can support them over time. Its services include retirement planning, retirement income strategies, and investment management, with guidance on tax sequencing, Social Security timing, long-term care, and estate coordination.

ClientFirst organizes its planning around quarterly meetings dedicated to income, taxes, investments, and estate and legacy matters. For investment portfolios, the firm describes an approach combining equities for growth with individual bond ladders designed to provide scheduled income through known coupons and maturity dates. Clients who need asset management can access it through the firm’s membership arrangement, which is listed at $400 per month, with asset management at 0.48%. ClientFirst also offers a free Retirement Checkpoint or evaluation to help people assess their transition into retirement.