First Street Financial Advisors

First Street Financial Advisors First Street Financial Advisors and NPC are seperate and unrelated companies. NPC does not provide tax or legal advice.

Boutique Financial Planning Firm
πŸ“STL Metro Area, Licensed in MO and NC
πŸ“© In person and teleconferencing planning sessions (contact below)
First Street Soundcheck: youtube.com/ Securities (and advisory services) offered through National Planning Corporation (NPC), NPC of America in FL and NY, member FINRA (www.finra.org) / SIPC (www.sipc.org), (a Registered Investment Advisor)

. Content posted by other parties does not necessarily represent the view of NPC or First Street Financial Advisors. Content is for general purposes only and is not an offer to buy or sell any security. NPC Privacy Policy (www.natplan.com/public/forms/npc_madv6130a.pdf)

08/05/2026

Growth is exciting, but it also brings new challenges. Watch out for diminishing returns or plateaus.

In this First Street Soundcheck clip, we discuss why having financial and marketing strategies in place is essential as your patient base grows. πŸ’‘

πŸŽ™οΈ Coming up on First Street Soundcheck ➑️ Before You Sign: The Legal Side of Dental Practice OwnershipFrom your first a...
08/03/2026

πŸŽ™οΈ Coming up on First Street Soundcheck ➑️

Before You Sign: The Legal Side of Dental Practice Ownership

From your first associate agreement to buying, owning, and eventually selling a practice, the contracts you sign can have a lasting impact on your career and finances.

In Episode 3, we sit down with dental attorney Allan Finnegan to talk about the legal side of dentistry including: contracts, practice ownership, transitions, and the decisions dentists should think through before signing on the dotted line.

Whether you are an associate, a practice owner, or somewhere in between, this is a conversation you won’t want to miss.

🎧 Episode 3 coming soon.

07/31/2026

Building a dental practice often means deciding when it’s time to stop doing everything yourself. πŸ›‘

In this First Street Soundcheck clip, we talk about marketing communications decisions that come with growth. Thinking creatively about digital media tools can allow you to build a practice that can handle that growth successfully. πŸ“ˆ

Ep. 1 πŸ”— in bio.

07/22/2026

The length of your practice loan can shape more than just your monthly payment.

In this First Street Soundcheck clip, we talk about how repayment timelines, loan structure, and long-term planning can affect dentists who are buying into or purchasing a practice. The right financing strategy should support the business today while still giving you room to grow in the future.

For dental professionals, the numbers matter, but so does understanding how those numbers fit into the bigger picture. πŸŒ…

Ep. 2 πŸ”— in bio.

07/20/2026

The details of a dental or medical practice transition matter, especially after the deal closes. 🀝

In this First Street Soundcheck clip (Ep. 2), we talk about how compensation, repayment terms, and guarantees can all become part of the structure when a dental practice changes hands. For both buyers and sellers, it is important to understand not just the purchase price, but how the agreement actually works over time.

A strong transition plan should protect the business, clarify expectations, and support the next chapter for everyone involved.

Podcast πŸ”— in bio!

07/15/2026

Student loans do not have to automatically stop you from building the future you want. 🏦

In this First Street Soundcheck clip, we talk about how student debt can factor into bigger financial decisions for dentists, from buying into a practice to thinking through long-term repayment and growth.

The key is not just whether you have debt. It is whether you have a clear strategy for managing it while still moving toward your professional and personal goals.



Podcast Ep. 2 πŸ”— in bio!

07/13/2026

Selling a dental practice is not always as simple as one transaction. πŸ’΅

In this First Street Soundcheck clip, we talk about how the practice, the building, and the long-term deal structure can each play a different role in the sale. For practice owners, separating those pieces can help create a clearer strategy, especially when real estate is involved. 🏫

The right plan should account for both the business you have built and the future you are trying to create.

Podcast Ep. 2 πŸ”— in bio.

07/08/2026

In this Episode (Episode 2: Commercial Banking Insights for Dental Practice Owners and Entrepreneurs), Lucas Johnson of First Street Financial Advisors interviewed Joshua Sachs, MBA, SVP at Commercial Bank.

In this First Street Soundcheck clip, we talk through how personal preference, comfort level, and deal structure can all shape what makes sense for a business owner. Whether you are thinking about selling, buying, or planning for the future, the β€œright” answer often depends on your goals and what you want life to look like next.

At First Street Financial, we help professionals think through those bigger-picture decisions with strategy and clarity.



YouTube: https://youtu.be/qU4uIkJjgos
Spotify: https://open.spotify.com/episode/74PobhMeHVKL6eKKdyEP1f?si=QF4biNBKRsiyHfdPz4se7w

Coming soon this summer! β˜€οΈFirst Street Soundcheck Episode 2: β€œCommercial Banking Insights for Dental Practice Owners an...
06/22/2026

Coming soon this summer! β˜€οΈ

First Street Soundcheck Episode 2: β€œCommercial Banking Insights for Dental Practice Owners and Entrepreneurs,” Featuring Commercial Bank Senior Vice President Joshua Sachs, MBA.

Stay tuned for updates on our future podcast guests!

β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. First Street Financial Advisors is not affiliated with Kestra IS or Kestra AS.

The future you want financially starts with decisions you make before they feel urgent.We help individuals and business ...
06/17/2026

The future you want financially starts with decisions you make before they feel urgent.

We help individuals and business owners in the STL metro area and Eastern NC (also serving MO and NC clients broadly) build clear, strategic financial plans.

We’re especially passionate about working with dental professionals navigating practice ownership, growth, and long-term wealth.

β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. First Street Financial Advisors is not affiliated with Kestra IS or Kestra AS.

Address

17 S Oak Street, Ste 100
Union, MO
63084

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