Resource Library

Check out our downloadable resources and tools developed to help support your financial health.

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CFC Building Your Investment Strategy

Learn About Our Investment Approach

CFC Next Generation Planning Worksheet

Align Your Values with Your Financial Plans

CFC Key Checklists for Multi-Generational Financial Planning

Key Checklists for
Multi-Generational Financial Planning

CFC Top 5 Tips To Minimize Taxes During Retirement

Minimize Taxes on Investments During Retirement

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Client First Capital is a San Diego-based financial firm provide financial advice, wealth management, and family office services. We are committed to protecting and sustaining your wealth and financial wellbeing for multiple generations through our firm values of transparency, trustworthiness and thought leadership. As a family advisor, we specialize on providing multigenerational financial planning that is integrated with estate and tax planning.