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Guiding Families to New Financial Heights…  Gift Certificates Now Available for Gifting to Family, Friends or Employees.…  Financial Planning for Today’s Families

Welcome to Family First Financial Planning.  Located in Stuart and Palm Beach Gardens, Florida we provide hourly, as needed, fee-only financial planning services to Florida families.


Are your asking yourself…

            Do I have enough to retire?

            Will I ever be in the financial position to quit this high-paying job?

            Have I made the right planning decisions for my child’s college?

            Will I have adequate care in my older years?

 

At Family First Financial Planning, we can help you address these financial concerns, as well as many others, on an hourly, as needed basis.

 

Clients

We service a diverse group of clients: young families just starting out, widows and widowers, retirees, individuals going through divorce and many others that would benefit from thoughtful financial planning.

 

 

Services

We provide advice on a wide array of financial topics:

  • Budgeting
  • College savings plans
  • Second opinions on existing insurance or brokerage relationship
  • Retirement planning
  • Estate planning
  • Organizing financial affairs
  • And many other financial matters

 

 

Our Promise

Family First Financial Planning’s commitment to provide fee-only, as needed financial advice is distinctive from other financial planning practitioners that receive compensation from the sale of investment products.  As a Family First client you will benefit from our best recommendations because conflict of interest does not affect the guidance you receive.  Our promise is simply stated as follows:

  • We offer a free, “Get Acquainted”, no obligation, meeting which can be conducted in person or by phone.
  • We will give you an estimate, up-front, of the expected fee and will not charge more than that fee without your permission.
  • You can determine our level of involvement.  You can implement the plan yourself or we can implement it for you.
  • We can work together in person, by phone or via email.

Call today at 772.781.7648 or email info@familyfirstfp.com  to schedule your free, no obligation meeting and let us help you take command of your finances.  For your convenience, we have added major credit cards as an additional method of payment for our services.

 

Thank you for visiting our site. 

 

Leslie Corcoran
Leslie Corcoran, President
Family First Financial Planning


Disclosure: All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Leslie Corcoran, President, Family First Financial Planning or her editorial staff. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. Family First Financial Planning has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Family First Financial Planning, a registered investment advisory firm in the state of Florida.

The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other that the state of Florida where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of Florida.

   

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