First Choice Financial

Welcome to 1st Choice Financial Services, Inc., your premier retirement planning partner for a secure future. We are a dedicated team of financial professionals specializing in guiding individuals and couples toward a fulfilling retirement lifestyle, regardless of the size of their retirement nest egg. With our expertise across all economic levels, we have successfully assisted numerous clients in achieving their financial and long-term goals.

At 1st Choice Financial Services, we believe that stewardship of money is a directive from God, and we are committed to helping others achieve financial success aligned with His plan for their lives. As an independent practice specializing in retirement planning, we prioritize the quality of life and financial stability of retirees, offering unbiased recommendations to support your financial security in any economic landscape.

Our Services: How We Can Help

As a comprehensive retirement planning firm, we offer a wide range of services designed to help you identify the most favorable destination for your retirement funds, minimizing risks and maximizing returns.

Retirement Planning

We understand that determining the optimal placement for your retirement funds is not a one-size-fits-all endeavor. Each individual and couple possesses unique requirements, risk tolerances, and timing needs for accessing their money. Our personalized service ensures that we take these factors into account when creating a tailored retirement plan for you.

Wealth Management

Our wealth management services encompass a diverse range of investment strategies, designed to preserve and grow your wealth. We consider your unique goals, risk tolerance, and time horizon to create a customized investment plan that works for you.

Social Security Optimization

Navigating the complexities of Social Security benefits can be challenging. Our expertise in Social Security optimization allows us to help you maximize your benefits and create a sustainable retirement income strategy.

Income Planning

Creating a reliable income stream during retirement is crucial. Our income planning services help you minimize risks and create a steady income source that lasts throughout your retirement years.

Tax Planning

Effective tax planning can significantly impact your retirement savings. We work closely with you and your tax professionals to develop strategies that minimize your tax burden and maximize your retirement income.

Estate Planning

Ensuring that your hard-earned assets are transferred to your heirs according to your wishes is an essential part of retirement planning. Our estate planning services provide you with the guidance you need to create a comprehensive estate plan that protects your family's future.

Annuities

Annuities can be a valuable tool for creating a guaranteed income stream during retirement. We offer a variety of annuity options, including fixed indexed annuities, immediate annuities, and deferred annuities, to help you meet your unique retirement income needs.

Life Insurance

Life insurance is an essential part of a well-rounded retirement plan. Our life insurance services provide you with the guidance you need to select the right policy for your needs, protecting your family and legacy.

Events, Educational Courses, and Webinars

We are committed to providing ongoing education and support to our clients. Our events, educational courses, and webinars cover various retirement planning topics, empowering you to make informed decisions about your financial future.

Testimonials

Don't just take our word for it - hear what our satisfied clients have to say about their experiences with 1st Choice Financial Services. Their stories of financial success and peace of mind serve as a testament to our commitment to providing unparalleled retirement planning services.