Taxes

• Income Tax
  We offer decades of market experience, including customized tax-free municipal bond portfolios free of federal as well as state income tax for Arkansas residents.

Investment

• Investment Management
  CPAs who wish to add comprehensive financial planning and investment management to their practices should contact ClientFirst Wealth Management about affiliating as an Investment Advisor Representative (IAR).
• Bonds
• Wealth Management
  As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services.

Planning

• Financial Planning
  As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services. It’s frustrating and it hurts your bottom line. You’d love to round out your service offerings with investment, insurance and financial planning. But you’re too strapped for time and resources to figure out the details.
• Retirement Planning
  We look at everything from your Social Security to your retirement account(s) and health insurance—creating a full-fledged retirement strategy. By specializing in retirement income solutions, we help individuals and couples prepare an income plan that aligns with their lifestyle and needs.