Retire First offers a Full Range of Products and Services to Meet Your Needs
Retire First is a full service brokerage firm offering a wide range of products and services to meet your investment needs.
Until now, it was difficult to for an individual investor to obtain the type of sophisticated reporting that was exclusively available to the institutional market. Every quarter we report your accurate time weighted returns on your funds invested. Your quarterly report shows your cost base, current market value, current yield as well as total return since invested.
During tax season, we report total transactions for the year showing a complete summary of capital gains and losses on easy-to-read summary. Consolidation reporting is available when requested, such as in the case of a husband and wife who want to see their statements in a combined portfolio approach.
Our firm offers a complimentary review of your existing holdings. Contact us at your convenience to arrange a meeting with one of our Financial Advisors and they will be happy to discuss how Retire First can meet your investment needs.