What We Offer

Whether you need one-time advice, ongoing consultations, or just a second and reassuring opinion, we provide advice and guidance with the following goals in mind:

• Preserving and protecting the money you already have
• Ensuring sufficient retirement income and a comfortable retirement
• Reducing the debilitating burden of taxes on your income and lifestyle
• Saving for college – for your children or grandchildren
• Reducing your debts
• Providing for your family in the event of your death or disability
• Creating intelligent, easy-to-understand, easy-to-follow strategies to help you reach your short, mid and long-term financial goals

At Family First Financial Planning, we can help you meet your financial goals with the following services:

• As-needed financial planning on an hourly fee basis
• Personalized financial goal setting and advice
• Review of your existing financial investments, wills and insurance policies
• Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
• Referral to other trusted professionals for legal and accounting services when needed
• Second opinion of your current investments and financial strategy
• Ongoing classes and seminars to keep you informed on financial topics
• Family friendly office offering activities for children or grandchildren during consultations and seminars if needed
• Convenient, flexible hours
• All client information is completely private and confidential

For your convenience, we have added major credit cards as an additional method of payment for our services.

Click here to download our confidential questionnaire so that we may better assess your needs and the types of services that will best suit you.  The free Adobe Acrobat Reader is required to view and print out this file.