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Welcome to Clients First Retirement Consultants


Creating long-standing relationships is our priority here at Clients First Retirement Consultants. We are an independent financial services, asset management, financial and retirement planning practice. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your own goals.

Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values as they relate to your investment, financial and retirement plan. Our most important metric for success is the progress we make towards the goals you have set. This approach allows us to forge a strong partnership and to assist you as we strive to turn your dreams into reality.

Our professionals start the journey by taking the time to listen and understand each of our clients both personally and professionally. Together, we carefully chart a course for financial success. This means mapping out a plan based on your unique circumstances.

After we have customized your financial plan, discuss and review, we go to work on the implementation. We are dedicated to guiding and sustaining our clients' financial direction for the long-term.

Once your assets are properly positioned, the ongoing management begins. We place a high premium on service and you will feel it immediately. We work hard to ensure we are communicating with our clients on a regular and consistent basis. We work together to determine how frequently you need to meet or speak with us to ensure you are comfortable and kept abreast of your financial progress. Clients First Retirement Consultants works hard to deliver top notch support and an intimate relationship with all of our clients.

 

Our Owner

Bryan A. Duckett

Bryan is an 18 year veteran of the financial services industry helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans. After spending 7 years with a major Wall Street brokerage firm, Bryan founded Clients First Retirement Consultants and Clients First Wealth Advisors.  Bryan's principles and work ethic were instilled in him by his parents. As a son of a retired colonel in the Air Force, Bryan learned a very strict work ethic and the value of dedication, hard work, personal ethics, service, and building personal relationships. Treating clients like family means more than enjoying their company and caring about their interests; it also means assuring that they receive professional advice and service that is good enough for family.

In his spare time, Bryan enjoys spending time with his wife and 2 daughters, golfing, and coaching girls soccer.