Client 1st Advisory Group（客户端1日咨询小组）.pdf

Client 1st Advisory Group 611 Druid Road E., Suite 707 Clearwater, FL 33756 (727) 450-2301 www.C1 J anuary 1, 2013 This brochure provides information about the qualifications and business practices of Client 1st Advisory Group. If you have any questions about the contents of this brochure, please contact us at 727-450-2301 or by email at: info@ . The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”), or by any state securities authority. Additional information about us is also available on the SEC’s website at 1 SUMMARY OF MATERIAL CHANGES This section summarizes material changes that have occurred to our investment advisory services since the date that our previous brochure was published on January 17, 2012. st • Effective January 1 of 2013 advisor representatives of Wealth Management Consultants (“WMC”) located in Hattiesburg, Mississippi, have joined our Firm. WMC specializes in a variety of investment services that complements our business model including investment management, fee-based financial planning and employer-sponsored retirement plan services. We anticipate that a merger of Client 1st and WMC (n.k.a.“Client 1st Advisory Group—Hattiesburg”) will occur during 2013 and we will advise you accordingly when the merger is completed. Effective January 1st 2013 we have changed our name from “Client 1st Advisors, Inc.” to “Client 1st Advisory Group”. • During 2012 we established Team One Advisors as a new Division under Client First Advisors, Inc. that specialized in creating