First Serve Financial

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 | Fiduciary | 1225 E River Dr ste 301, Davenport, IA, USA First Serve Financial is a licensed fiduciary firm that offers retirement planning, financial planning and wealth management services.

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.

States That Won't Tax Your Retirement Income in 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.

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.

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.

The Average 401(k) Balance by Age and Generation 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.

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.

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

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.

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.

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

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

Late to the Retirement Savings Party? 7 Tips for 2026 Here are seven steps to build a retirement savings nest egg, even if you're far behind your peers.

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!