Fiduciary First

Fiduciary First, LLC, operating as NFP Retirement, Inc., is a registered investment adviser based in Central Florida. Established in 1985, the firm specializes in providing investment advisory services and Retirement Plan Fiduciary Process services. Fiduciary First offers comprehensive retirement plan consulting, investment advice, fiduciary due diligence services, and asset allocation services to individuals, retirement plan sponsors, and business entities. The firm's investment strategies primarily focus on passive and actively managed mutual funds and CITs to minimize market risks. Fiduciary First charges annual fees for retirement plan consulting services based on a negotiable fee schedule tied to the value of plan assets. The firm also offers non-discretionary investment advice on a project or hourly fee basis. Clients have the discretion to implement recommendations and retain control over their accounts. The firm's Code of Ethics ensures compliance with fiduciary obligations and securities laws. Fiduciary First does not provide proxy voting services and does not have custody of client assets. The firm's business continuity plan ensures prompt recovery and resumption of operations in the event of a significant business disruption. For more information, visit the firm's website or contact the Compliance Department.