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Client First Financial Strategies, Inc.

ClientFirst Financial Strategies

Financial Planning and Portfolio Management

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business man financial inspector and secretary making report, calculating or checking balance.

When you work with a family,
you’re treated like family

Find Out More

Our Philosophy

We put the client first at every step of our journey together.  

As a father-daughter team, Stanley Katz and Lauren Katz Madera bring extensive financial experience and credentials to advise clients where they are and support where they’re going.  We pride ourselves on our persistence and resourcefulness on behalf of our clients—developing highly personalized solutions with one overarching goal: to make our clients’ lives easier. 

Our clients choose to work with us for our flexibility, our responsiveness, and our problem-solving approach. From reduced paperwork to complex investment decisions, we fight for our clients. To us, every client is an important client. 

When you work with a family, you’re treated like family. 

Stanley J. Katz
Lauren Katz Madera

Why Work With Us

About ClientFirst

Services

Financial Planning

Financial Planning

We are hands-on and tactical planners, quantifying what you can control and provisioning for what you cannot.

Investment Management

Portfolio Management

We create customized investment portfolios that reflect our clients’ personal financial plans.

Legacy Planning

401k Investment Management for Employees

We bring active management to our clients’ 401k retirement plan accounts akin to other investment accounts.

Corporate Retirement Planning

Corporate Retirement Plan Advisory

We advise companies on the retirement plan benefits they offer employees.

Latest News

  • 3-for-3 for 3 Weeks

    November 19, 2023

    3-for-3 for 3 Weeks
    It is now three weeks in a row that the three major US stock market indices produced gains. In fact, this recent string marked the largest gains over a three-week stretch since 2020!
  • Two-Week Win Streak for Stocks

    November 12, 2023

    Two-Week Win Streak for Stocks
    For the second week in a row, the three major US stock market indices posted gains. However, in the words of our esteemed business manager, “two data points don’t make a trend!”
  • Stocks Post Largest Weekly Gain of 2023

    November 5, 2023

    Stocks Post Largest Weekly Gain of 2023
    After generating losses the past couple weeks, the three major US stock market indices posted their largest weekly gains of 2023. Lower yields may have fueled higher stock prices this week.

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Contact

(937) 293-5500
[email protected]

3033 Kettering Blvd.
Suite 326
Dayton, OH 45439

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Disclosures: MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Fortune Financial Services Inc., Member FINRA/SIPC (“Fortune”). As a registered representative, securities may be offered through Fortune, which is separate from MGO One Seven. Fortune and MGO One Seven are not affiliated companies. Services are provided under the name ClientFirst Financial Strategies (“ClientFirst”) , a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

This web site is intended to provide general information about MGO One Seven and its team. It is not intended to offer investment advice or to recommend the purchase or sale of any investment product. Information is provided to learn about our advisory services and our people as well as to contact us for further information.

Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. MGO One Seven does not guarantee the accuracy of the information contained on this web site. The information is of a general nature and should not be construed as investment advice.

MGO One Seven will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov or you may Contact Us to request a copy.

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