Family First Financial Strategies

Family First Financial Strategies At Family First Financial Strategies, we are stewards of your legacy. We get to know your unique story, goals and values. We can’t wait to meet you!

When you work with our team, we take a collaborative approach to make the complex, simplified. Whether you are an individual, a family, business, retiree or near-retiree, we welcome you to our family. Your Reliable Partner- We have been in business for over 35 years. Our succession plan to the next generation of financial professionals means continuity of service for your legacy plans. Personalize

d Planning- Your life journey looks like no other, so why should your financial plan? We learn about your goals and values so we can best help you meet them. We get to know the other professionals in your life so we can collaborate on all the pieces to your puzzle. Values- Our firm is driven to provide professional financial services with honesty, integrity and dedication. Our relationship requires you provide us with the most confidential of personal information, we handle this responsibility with the utmost care. www.finra.org
www.sipc.org
www.berthel.com/disclosures

How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what ...
11/27/2024

How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what history revealed.

Here's how markets fare in presidential election years.

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.
11/20/2024

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.

Discover what could happen in 2024.

Are you maximizing your tax-saving opportunities? With potential tax increases coming in 2025, it's time to act now. Lea...
11/18/2024

Are you maximizing your tax-saving opportunities? With potential tax increases coming in 2025, it's time to act now. Learn which specific tax savings to tap into BEFORE year-end with this no-cost guide: [LINK].

FREE Tax Guide: Ways to Help Lower Taxes Now

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.
11/13/2024

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.

See the return trends for 2024.

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential electio...
11/13/2024

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.

What happens next?

11/11/2024

You could be surprised by the answers or your score

High-earner? Find out how you can position your portfolio for an uncertain tax future in my no-cost guide. Discover 5 op...
11/11/2024

High-earner? Find out how you can position your portfolio for an uncertain tax future in my no-cost guide. Discover 5 opportunities with this no-cost guide by clicking here [LINK].

This FREE guide explains: 5 Key Savings Opportunities

Will the 2024 election impact your portfolio? Take a look at what we've seen in the past and what it means for you.
11/06/2024

Will the 2024 election impact your portfolio? Take a look at what we've seen in the past and what it means for you.

Find out how markets tend to perform & why it matters.

Q3 is in the books, and it's been a wild ride. What's next for the markets in 2024? Check out this month's quarterly fin...
11/06/2024

Q3 is in the books, and it's been a wild ride. What's next for the markets in 2024? Check out this month's quarterly financial update.

Here's what savvy investors should know

Don't let potential tax hikes catch you off guard. Discover 5 strategies you can use now to help lower your 2024 taxes w...
11/04/2024

Don't let potential tax hikes catch you off guard. Discover 5 strategies you can use now to help lower your 2024 taxes with this no-cost guide [LINK].

Discover 5 Opportunities BEFORE Dec 31, 2024

11/04/2024

This quiz could change what you think about inflation

Interest rates and a presidential election - how might these factors affect markets in the last few months of this year?...
10/30/2024

Interest rates and a presidential election - how might these factors affect markets in the last few months of this year? Find out more in this month's quarterly financial update.

Here's what you need to know

Address

4201 42nd Street NE Ste 100
Cedar Rapids, IA
52410

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+13194475700

Website

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