First Financial Insights

Scott Sommers

Bench Talk: Great Coaches Cast Vision

https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.

Wealth Transition Troubles
Greg Welborn

Bench Talk: Wealth Transition Troubles

https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between

Greg Welborn

Is It Time to Sell Everything?

In response to the Dow’s drop, the Royal Bank of Scotland says, “sell everything” in the face of a “cataclysmic year”.   We do not

Greg Welborn

Bench Talk: Breaking Bad Behaviors

https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to

Financial Planning Approach
Scott Sommers

Our Financial Planning Approach

https://vimeo.com/414960086?share=copy First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and

Greg Welborn

Our Investment Management Approach

https://player.vimeo.com/video/414958837 First Financial Consulting provides 100% objective advice in a lot of different areas. Today, we would like to focus on our Investment Management approach and

Greg Welborn

Retirement Myths Women Believe

When it comes to retirement, many women just aren’t prepared. In many cases, the problem isn’t that these women don’t understand that preparing for retirement

Greg Welborn

When Do You Want To Retire?

When Do You Want to Retire? It’s not a trick question, or at least it’s not supposed to be.  The difference between answering “when I

Understanding Annuities

Financial Guide

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

Ready to Talk?

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

Saving for Retirement at 50
Scott Sommers

Saving For Retirement At 50

Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as

graph showing dividend stocks for retirement income
Greg Welborn

Best Dividend Stocks For Retirement

Dividend Stocks For Retirement When creating a retirement investment plan, look no further than dividend stocks. Dividend stocks can provide a great way to build

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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