Build more. Keep more. Live more.

For over 35 years, we've created unique financial and retirement income strategies that offer more than well-intentioned opinions or typical short-term money management fixes.

At Standard & First, our name means something

Deeply rooted in the idea of delivering the very highest standard with clients' goals first, we prioritize exceptional guidance while working to help protect and grow your hard-earned retirement savings—all reinforced by superior team support that runs deep.

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Unique strategies built for more

When it comes to financial guidance and your retirement lifestyle, we believe you deserve all that is possible. That's why we offer an extensive collection of services specially designed to help you build more, keep more and live more.

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Retirement Strategies

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Tax Minimization

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RMD tax Management

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7702 Benefit Plans

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Risk protection Strategies

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Legacy Guidance &
Long-Term Care Guidance

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Business partnership &
exit strategies

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Our knowledge—at your fingertips

Interested in learning more about how we can help you enjoy more in retirement? Check out our collection of short, informative whiteboard resources.

Joe Mignogna

"When you keep more of what you build, you can live more of your life"

To live life to the fullest in retirement, it’s important to have more than a simple strategy. It’s important to have a place to go that will help you get all the information you need anytime you need it. With Standard & First, that’s exactly what you get.

Our approach is designed to give you a lifetime of easy-to-understand analysis tailored to your specific retirement needs, concerns, and lifestyle. Our guidance helps strengthen and protect your assets and Increase spendable income which allows you to keep more of your hard-earned savings so you can live life to the fullest.