First Financial Advisors Group
Clarity for today. Confidence for tomorrow. Guidance for the generations ahead.
5.0
First Financial Advisors Group offers comprehensive financial planning, investment management, hourly advice, and ongoing consultation services tailored to individual client needs.
About
First Financial Advisors Group is dedicated to providing transparent, accountable, and client-focused wealth management services. With a team of experienced financial professionals, the firm offers investment management, full financial planning, hourly advice, and ongoing consultation to address diverse client needs and help clients develop, implement, and monitor strategies aligned with their financial goals and objectives.
Services
Investment Management
Our Investment Management process starts with an initial meeting designed to help us gain a better understanding of your financial situation and of you as an investor. We'll discuss your goals for the future and any challenges you might face to meet them. Once we have thoroughly reviewed all of your financial holdings in your existing portfolio including investments, insurance policies, and your tax status, we will determine where improvements are needed. We will create and present a comprehensive plan that meets your needs and expectations. Once we agree on a course of action, we'll implement all aspects of your wealth plan. Since your needs and objectives change over time, we will continuously review and monitor your plan. We meet with our Investment Management clients as often as necessary, but at minimum on an annual basis.
Full Financial Plan
Planning Services include Investment Management & Allocation, Cash Flow Analysis, Net Worth Analysis, Estate & Gift Planning, Insurance Review, Retirement Planning, Social Security Benefit Analysis, Special Needs Planning, Medicare Enrollment, Pension Claiming Strategies, 401(k), 403(b), Roth, and Other Compensation Plans, Group Life Insurance, Business Continuation Planning, and Cost: $2,500 Includes Initial Meeting, Plan Presentation, 45- day Follow Up Call. Reduced Cost: $4,000/yr Payments can be made yearly, semi-annually, quarterly, and monthly.
Hourly Advice
We believe that financial advice shouldn't be limited only to those who have already accumulated wealth. Gaining advice early and making small changes can have a significant impact on your future. Creating goals, sticking to a budget, and making regular contributions to investments that are appropriate for your risk tolerance, time horizon and tax situation will ensure a solid financial future. Do you prefer to manage your investments on your own, but would occasionally like advice on how you're doing? Partner with us on an hourly fee basis to provide you with advice that can enhance your current portfolio. Cost: $300/hr Not sure which plan is right for you? Make an appointment and we'll guide you during your complimentary first meeting.
Ongoing Advice
Our business is built on a foundation of thoughtful client relationships. Financial planning and retirement services are designed to help you achieve success with your lifestyle. Let us continue to navigate towards success. For an annual fee, you can retain our services throughout the year. Cost: $2,500/yr Includes Annual Review Payment can be made yearly, semi-annually, quarterly, or monthly.
Credentials & Certifications
Reviews
