Empowering Your Financial Future With American Values

Watch below to see how we've helped 5000+ conservative families at America First Financial

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Comprehensive FINANCIAL PLANNING

Your American Dream Is At Risk!

In America, we believe that anyone can build a successful life through hard work and sacrifice.

But the American Dream is at risk!

Liberal ideologies and woke policies are threatening it from the outside while your daily decisions can challenge it from the inside.

We are a financial planning firm that works specifically with conservative families to ensure you are on the right path and you don't end up with nothing at retirement.

Financial ideas

Strategies that work

Navigating Your Path to Prosperity

This is not your cookie cutter stuffy financial firm. We offer modern financial planning, insights and tax strategies that work in today's world. You're also working with like-minded advisors that share the same conservative values as you do.

Strategic Tax Planning

Navigate market volatility with confidence, armed with a strategy that's as unique as your goals.

Investment Insight

Leverage our analytical prowess to uncover opportunities that align with your vision for growth.

Click To Start Your Path To Prosperity!

Comprehensive Financial and Tax Strategies

Holistic financial planning services, including tax planning, audits, succession and estate planning, to optimize and secure your financial health.

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Retirement and Wealth Planning

Tailored strategies for retirement and investment, encompassing a wide range of products to grow and secure your wealth.

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Capital Management and Alternative Investments

Diversify your portfolio with innovative investment options such as REITs, private equity, and other alternative assets for enhanced returns.

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Insurance Planning

Comprehensive insurance solutions to protect your financial future, including life and disability insurance tailored to your needs.

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Why Choose Us?

Shared Values

America First Financial was built by conservatives for conservatives. We love America just as much as you do and we take pride in protecting We The People.

Better Strategies

We aren't your typical stuck-in-the-past investment firm. Our wealth building and tax savings strategies are meant to work in the new world we live in. Don't be left behind by following the old way of doing things..

Client-First Approach

Client-first approach: We don't offer cookie cutter solutions like the big guys do when you become just another bar code to them. We spend the time to really get to know our clients on a personal level and match unique strategies and advice to them.

Some Stories From People Like You

Our clients are at the heart of everything we do.

Here's what they have to say about the difference our financial services have made in their lives and businesses.

"Planning for retirement seemed daunting until we met RJ. His knowledge in modern investment blew us away!"

Young Asian businessman on a gold background

Richard Solis

"I got tired of getting pitched the same strategies at every bank or investment company I contacted. RJ gave me a refreshing perspective and showed me that finance doesn't have to be stuffy"

Middle-aged asian businesswoman on a gold background

Illham Boutros

"I have no idea what I'm doing with investing so I came to RJ and he not only helped me plan for my future but also give me tax saving strategies!"

Takumi Nakamura

"I can't believe no one told me about indexed life insurance before. This alone will allow me to save for retirement tax free! You guys are amazing."

Rachel Zang

"I have no time to invest I work 80 hour weeks in my business. These guys helped me get my money working for me so that I wasn't getting taxed out the a**"

Middle-aged caucasian businessman on a gold background

Kenny Lucas

"America First helped us plan our business succession strategy with precision - their expertise was invaluable."

Young caucasian businessman on a gold background

Matteo Rossi

Ready to grow?

Schedule your free financial review today.

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