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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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