Welcome to the

Future Site

This site is under construction. Our goal is to provide comprehensive wealth management services focusing on transitional periods in our clients' lives.

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About Us

Established in 2023, the Planners First™ Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:

Less Than Symbol

01

Retirement

Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest

02

Business Owners

Coordinate various professionals to manage before, during, and after a business liquidation or sale

03

Change in Marital Status

Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets

04

Inheritance

Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.

05

Sale of Real Estate

Assist to understand the financial impacts of a potential sale or exchange of real property

06

Job/Career Transition

Aggregation of retirement accounts and investment management needs

"We help you navigate through these transitional periods with our knowledge, experience, and integrity so you can reach your Preferred Outcomes®."

Tom Goodson, CEO

Let's work together.

Team of Business People Working Together

Mailing Address

8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113

Phone Number

(702) 987-9730

Email Address

info@plannersfirst.com