First Serve Financial

02/26/2026

Retirement isn’t just about when you stop working, it’s about how you want to live. A clear plan can help turn that vision into something you feel confident about.

Visit our website to register for an upcoming retirement workshop at your local library or to schedule a complimentary consultation.

www.firstservefinancial.org.

First Serve Financial is a licensed fiduciary firm that offers retirement planning, financial planning and wealth management services.

02/22/2026

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.

02/21/2026

College planning is about more than just filling out a form; it’s about aligning education goals with your family’s broader financial picture. FAFSA deadlines are a natural time to review options and help make sure you feel confident about what comes next.

If you have a child preparing for college and want to understand how financial aid fits into your overall plan, I’m here to help you think it through — today and for the years ahead. Visit our website at www.firstservefinancial.org or schedule a complimentary consultation.

02/19/2026

How did your 401(k) balance rank vs savers your age in the third quarter? Learn the keys to building a retirement balance that will last a lifetime.

How did your 401(k) balance rank vs savers your age in the third quarter? Learn the keys to building a retirement balance that will last a lifetime.

02/16/2026

Is your current plan setting you up for the retirement you imagine?
Visit our website at www.firstservefinancial.org.
Register for a free retirement planning workshop at a library near you.
No sales. No pitches. Education only.

02/14/2026

Love is in the air today and so is our appreciation for you. Happy Valentine’s Day!😍

02/13/2026

Qualifying life events happen year-round and often create natural Affordable Care Act (ACA) insurance opportunities. Our team helps you build a strategy to spot these moments early and proactively start meaningful conversations with your clients.
Want help building a proactive strategy around these moments?

Give us a call! Initial consultations are always complimentary.

02/11/2026

Tax season brings questions — and opportunities. It’s a great time to review strategies, revisit goals, and help make sure the timing of financial decisions still aligns with what matters most.

02/11/2026

Retirement planning starts with understanding the life you want to live. Give us a call at 563-223-8887.

Initial consultations are always complimentary.

Schedule now: https://calendly.com/jaimeragins/complimentary-consultation

02/07/2026

Here are seven steps to build a retirement savings nest egg, even if you're far behind your peers.

Here are seven steps to build a retirement savings nest egg, even if you're far behind your peers.

02/06/2026

Think it’s too late to build a retirement nest egg? You might be surprised what a solid plan can do. To get in touch, contact our office at 563-223-8887 today.

Initial consultations are always complimentary!