Bill Keesling

03/22/2024

What Documents Do I Need To Collect For Filing My 2023 Tax Return? 💥 -

Tax season is right around the corner and I know how tricky it can be to manage such a daunting task on top of your other responsibilities. To help speed things along, I’ve put together this checklist What Documents Do I Need To Collect For Filing My 2023 Tax Return? to help you organize the docum...

06/05/2021

Day 2 of BDC Money Matters!!!! Insane ideas that can be implemented immediately by service providers like myself....

This is a win / win for both me and my client’s.

🙏🏻 BDC.

04/14/2021

Sitting with an amazing entrepreneur and friend .....Leslie Bennett, here in Ocean Beach

Check out https://www.souljym.com/!!!!

04/06/2021

Time for a little spring cleaning and finally updating the First Then IFS business page.

Let me know your thoughts!!!

03/23/2021

In the words of Bruce Buffer.... It’s TIME!!!

Gym’s are finally open inside = time to put in the work and get rid of the COVID mind / body.

Gnome Strong 2021!!!

03/14/2021

How is Carmel Kettle Corn like the market? You look for the good ones in the bag first!

Call to schedule a complimentary review of your current portfolio.

03/13/2021

Met up with Tom Brady yet again!!!!

Working hard / playing hard on a Saturday!!!Gnome Strong@FirstThenIFS

Is your portfolio still working for you?....before / after / never retirement? Call me for a review

619-988-0708.... @ FirstThenIFS we never stop working for our clients!!!

03/13/2021

We work hard every day that ends in “Y”.

My administrator pushing out applications.... even on a Saturday!!!

Gnome approved = First Then IFS, Ocean Beach CA

Call for an apt: 619-988-0708

03/13/2021

Don’t be caught off guard ... goats are on your way to retirement. In this case, Tom Brady, in OB, per the owner...

Is your portfolio (insurance & investments) allocated to expect the unexpected?

Call to schedule an apt!

03/12/2021

Is it time to schedule a review of the current “path” of your nsurance & investment portfolio? At First Then IFS, we offer independent, unbiased, professional advice.

Schedule your in person or virtual appointment today.