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Relating that to your financial goals is paramount. We want you to have confidence that by targeting a certain return, you can achieve your goals and dreams.
We love what we do and we do it with passion. We value the experimentation, the reformation of the message, and the smart incentives.
We help you see the world differently, discover opportunities you may never have imagined and achieve results that was bridge what is with what can be done.
Consulting has enjoyed a long history of providing our clients with objective, fee-only financial advice.
Our fee-only financial planners take a holistic approach, taking into consideration the impact on areas like tax planning and estate planning.
Consulting has enjoyed a long history of providing our clients with objective, fee-only financial advice.
Our fee-only financial planners take a holistic approach, taking into consideration the impact on areas like tax planning and estate planning. Our team of skilled advisors has expertise in many disciplines, equipped to address various client needs and planning requirements. We leverage our extensive databases and share technical resources across the entire team to ensure our clients feel fully supported regardless of their requirements.
Our origins were humble; at one point, just a father and son working out of a back room. The greatest challenge in those early days was explaining this new way of providing objective
This is what you’ve saved and built up over the years. Ultimately, this money has to see you through retirement. Investment and portfolio management can be a double-edged.
We need to first develop a concrete investment management plan. Then we make specific recommendations on how to implement that investment management plan. It is at this second level that we get into the specifics of which stocks, bonds, real estate, etc. to use.
We need to first develop a concrete investment management plan. Then we make specific recommendations on how to implement that investment management plan. It is at this second level that we get into the specifics of which stocks, bonds, real estate, etc. to use.
First Financial in specializes in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life.
We’re the best financial advisors for retirement because we provide exceptional personal service and maintain the highest professional and ethical standards.
Consulting was started in to provide a unique approach to those needing financial planning and investment consulting services. That unique approach was “objectivity.”
Our origins were humble; at one point, just a father and son working out of a back room. The greatest challenge in those early days was explaining this new way of providing objective advice. Nobody had heard of, much less experienced, financial advisors .
Fee-only financial planning means 100% objective advice. It’s just that simple. When you’re making important financial decisions that will affect your future, you need to know the financial consulting advice is 100% objective, is based on solid experience, and there is no product sale at the end.
We prioritize predictability and accountability in managing your finances. We believe in setting clear goals and openly discussing the target rates of return achievable over a reasonable period. Transparency is key. By mapping a specific return to your goals, we aim to instill confidence in achieving your dreams.
Moreover, we hold ourselves accountable. When we establish investment target returns and associated risk levels tailored to your preferences, we commit to achieving these returns over time. Similar to a job performance review, we regularly measure your portfolio’s performance against these goals.
This approach ensures transparency and drives us to take responsibility.
We understand that each client is unique, with distinct financial goals and circumstances. That’s why we take a personalized approach to cater our services to your specific needs. By carefully listening to your objectives and concerns, we develop tailored financial solutions that align with your unique situation and goals.