Seek First Inc. (“the Adviser”) became registered as an investment adviser in 2021. Scott Pearring is the principal owner. The Adviser has a fixed fee program called Seek First Consulting. The program bundles financial planning, tax planning, estate planning, and insurance planning services. Seek First Consulting The Adviser provides consulting and planning services to clients and coordinates the monthly activities and deliverables of a team of other professionals. The team members are chosen based on their accounting, legal, and insurance backgrounds, services being offered, compensation, and their firm governance. The Adviser first obtains and organizes information from clients and then assists clients with formalizing, setting realistic goals, and tailoring the advisory services based on the individual needs of the client. The Adviser also creates implementation plans based on the recommendations of the professional team. The Adviser reviews overall allocations for suitability and alignment with client objectives, makes adjustments when client circumstances change, and coordinates the efforts of the professional team. Financial Planning Strategy The Adviser assists clients with determining how much to keep in and the adequacy of their cash reserves. This cash flow assessment involves analyzing income and expenses. This generates recommendations regarding reducing debt on an optimized schedule, and modeling the tax consequences of adding to or reducing debt. The Adviser makes recommendations regarding efficient ways of reaching each goal that may include but isn’t limited to taxes, giving, investing and spending. The Adviser will recommend the ideal account type and strategic and tactical use of assets above the cash reserve amount. Tax Strategy Our firm offers a comprehensive range of tax services to help individuals and businesses navigate taxation efficiently and effectively. We strive to provide tailored solutions that maximize tax benefits and minimize liabilities. Our areas of focus are the following:  Individual Tax Planning and Preparation  Business Tax Planning and Compliance  Corporate Tax Returns  Tax Consulting  Tax Compliance review  Tax Resolution Representation Legal Strategy The Adviser will ensure that clients review their estate plans during every annual meeting with the Adviser. The Adviser verifies that an estate planning attorney has reviewed the estate plan (when any underlying information has changed). The estate plan components typically include but are not limited to trusts, wills, healthcare directives, and Powers of Attorney. The Adviser confirms that the attorney has established a regular schedule for conducting reviews. The Adviser ensures that the various estate planning vehicles were discussed. Insurance Strategy The Adviser generally discusses insurance types and coverage needs covering life, disability, Long Term Care, auto, property, earthquake, renter’s, liability, health, dental, vision, and identity theft insurance. Related employee benefits packages are reviewed. Annual Meeting The Adviser will also update any pertinent information during each annual meeting and determine if goals are on track or have changed. Note: The term for any of the noted financial planning services will be completed within a year or less and that any further reviews may be performed in another contractual engagement with the client. Select Services The fixed fee program isn’t suitable for every client. The Adviser will recommend an appropriate mix of services that are consistent with the needs, financial and tax status, risk tolerance, and investment objectives of this type of client under these circumstances. Planning Conflicts of Interest Since the compensation that is payable to professionals will vary, the Adviser may have an incentive to recommend one professional over another. However, clients are under no obligation to act upon any recommendations of the Adviser or to execute any transactions through any recommended company if they decide to follow the recommendations. The Adviser

does not have an arrangement under which it or its associated persons receive compensation from others for client referrals. A conflict exists between the interests of the investment adviser and the interests of the client, the client is under no obligation to act upon the investment adviser's recommendation, and if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the investment adviser. Investment Management Services The Adviser provides individual investment management services on a discretionary basis to clients who do not wish to participate in the fixed fee program. When the Adviser manages client assets on a discretionary basis, the Adviser executes securities transactions for clients without having to obtain specific client consent prior to each transaction. Discretionary authority is limited to investments within a client’s managed accounts. However, clients may impose restrictions on investing in certain securities or types of securities. The Adviser provides investment management services that include, among other things, advice regarding asset allocation and the selection of investments, portfolio design, investment plan implementation and ongoing investment monitoring. The Adviser relies on the stated objectives of each client and considers the client’s risk profile and financial status prior to making any recommendations. The Adviser doesn’t participate in wrap fee programs by providing portfolio management or any other services. The Adviser will collect and document information from each client that forms the basis of and supports all recommendations and tailor the advisory services based on the individual needs of the client. The Adviser will obtain the following information from clients: A. Age (or date of birth); B. Annual income; C. Total net worth (excluding primary residence); D. Liquid net worth; E. Employment status (if retired, former profession. If self-employed, type of business); F. Fair market value of primary residence (and outstanding debt); G. Tax status, which includes, type of account (natural person, entity, IRA, etc.), tax bracket, or tax strategy for the account(s); H. Investment objectives (should be defined to ensure client understanding); I. Investment experience (time/investment products); J. Investment time horizon; K. Liquidity (cash flow) needs; L. Risk tolerance; M. Other investments (types of investments held elsewhere); N. Any other information the client may disclose to the investment adviser in connection with recommendations or investment advice; and O. Any other relevant information the investment adviser should ask based on the investment adviser’s strategy (for example, source of funds for the purpose of investment). The Adviser will make reasonable efforts to document and annually update client suitability information. As of December 31, 2023, the Adviser manages $135,000,000 in client assets on a discretionary basis and $0 on a nondiscretionary basis. Advisory Referral Services The Adviser may allocate client assets to Expand Financial Group, LLC, CRD# 293160 a third-party asset manager (independent investment adviser). The Adviser gathers information about a client's financial and tax status and investment objectives. The Adviser allocates assets to Expand Financial Group, LLC based on the investment objectives, consulting and investment management service needs of a client. Expand Financial Group, LLC creates portfolios consisting of individual stocks, bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. Conflicts of Interest All material conflicts of interest under CCR Section 260.238 are disclosed regarding the investment adviser, its representatives or any of its employees, which could be reasonably expected to impair the rendering of unbiased and objective advice, are disclosed within this brochure.