As the father of a son with Autism, I understand how everyone has unique needs. My personal experie
03/22/2024
What Documents Do I Need To Collect For Filing My 2023 Tax Return? 💥 -
What Documents Do I Need To Collect For Filing My 2023 Tax Return? 💥 Tax season is right around the corner and I know how tricky it can be to manage such a daunting task on top of your other responsibilities. To help speed things along, I’ve put together this checklist What Documents Do I Need To Collect For Filing My 2023 Tax Return? to help you organize the docum...
06/05/2021
Day 2 of BDC Money Matters!!!! Insane ideas that can be implemented immediately by service providers like myself....
This is a win / win for both me and my client’s.
🙏🏻 BDC.
04/14/2021
Sitting with an amazing entrepreneur and friend .....Leslie Bennett, here in Ocean Beach
Check out https://www.souljym.com/!!!!
04/06/2021
Time for a little spring cleaning and finally updating the First Then IFS business page.
Let me know your thoughts!!!
03/23/2021
In the words of Bruce Buffer.... It’s TIME!!!
Gym’s are finally open inside = time to put in the work and get rid of the COVID mind / body.
Gnome Strong 2021!!!
03/14/2021
How is Carmel Kettle Corn like the market? You look for the good ones in the bag first!
Call to schedule a complimentary review of your current portfolio.
03/13/2021
Met up with Tom Brady yet again!!!!
Working hard / playing hard on a Saturday!!!Gnome Strong@FirstThenIFS
Is your portfolio still working for you?....before / after / never retirement? Call me for a review
619-988-0708.... @ FirstThenIFS we never stop working for our clients!!!
03/13/2021
We work hard every day that ends in “Y”.
My administrator pushing out applications.... even on a Saturday!!!
Gnome approved = First Then IFS, Ocean Beach CA
Call for an apt: 619-988-0708
03/13/2021
Don’t be caught off guard ... goats are on your way to retirement. In this case, Tom Brady, in OB, per the owner...
Is your portfolio (insurance & investments) allocated to expect the unexpected?
Call to schedule an apt!
03/12/2021
Is it time to schedule a review of the current “path” of your nsurance & investment portfolio? At First Then IFS, we offer independent, unbiased, professional advice.
Schedule your in person or virtual appointment today.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 2pm |