First Financial Insights

greg talks about the importance of a solid financial plan
Greg Welborn

You Need A Solid Financial Plan

https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember

what makes fee only different
Greg Welborn

What Makes Fee-Only Different?

https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what

person reviewing a financial plan
Scott Sommers

The Value of Financial Planning

We are often asked, “what’s the value of financial planning?”  Fair enough question, and similar to others which could be asked in other areas of

retiree contemplating the retirement crisis
Greg Welborn

The Retirement Crisis We Face

America’s Retirement Crisis Americans are currently facing a serious retirement crisis. While many retirees have a general sense that they have saved enough money for

First Financial Consulting

Ignore the Volatility

Nobody likes market volatility.  It can scare the heck out of the best of us, and certainly can prompt any of us to second-guess ourselves. 

First Financial Consulting

Top Performing Investment Managers

Performance Scoreboard for Investment Managers *Excerpted, with additions, from the Wall Street Journal. We have just begun a new year, which means that it is

Chad Germann

Bench Talk: 5 Things You Can Do

https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in

Greg Welborn

Is Your Advisor an Eeyore?

https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of

First Financial Consulting will help you with understanding life insurance.
Greg Welborn

Understanding Life Insurance

The Purpose Of Life Insurance Financial planning naturally focuses on the things you want to accomplish.  What sometimes is missed is the fact that you

Greg Welborn

Retirement Income Strategies

Let’s face it;  the changing social security, healthcare and investment landscapes make retirement planning more challenging than ever. Here is a walk-through of some of

Scott Sommers

Bench Talk: Habit of Generosity with Kids

https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the

First Financial Consulting

5 Money Truths for Women

We all know that life is more complicated than it was in our grandparents’ day.  That’s true across the spectrum of life’s issues, but it

Chad Germann

Bench Talk: Why Do We Invest?

https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and

Understanding Annuities

Financial Guide

Understanding
Annuities
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Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

How to Avoid Estate Tax
Christian Welborn

How to Avoid Estate Tax

America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth

Understanding Annuities

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

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