Why have we at First Financial Services based our practice on client education? Over the years, the responsibility for your financial future has been transferred directly to you. At the same time, making the proper planning and investment decisions have become more complicated. Our popular Life at its Best and The Four Pillars of Perpetual Portfolio Planning: Growth with Protection courses are designed to help you navigate through this new retirement planning process. Conducted at area colleges, universities, and other educational facilities, these courses are designed to give the retiree and pre-retiree a blueprint for success.
Being an independent firm, we have investment, insurance, planning and education divisions to help find the needed products and services to “Financially Engineer” your personalized plan.
Our unique planning programs have the four distinct characteristics of:
- Defining your personal objectives and developing a plan
- Planning for the possibility of premature death or disability
- Implementing a strategy to help provide a lifetime of income during retirement
- Help to increase and preserve wealth by managing investment volatility
We encourage you to explore our site and learn more about our services. If you have immediate questions or would like more information, we invite you to call, e-mail, or visit one of our offices to schedule an interview.