Work with a Financial Advisor
You Can Trust

First Financial Consulting provides 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs and goals.

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Start a friendly conversation with one of our financial advisors today and let’s help you with your retirement planning and financial goals.

Join thousands who have achieved their retirement planning and financial goals through us.

The Benefits of Working With Us

Objectivity

Because we do not earn money from selling a product, we provide unbiased financial advice, free of any conflict of interest. Our advice is our only “product,” so there is a direct financial incentive to work in your best interest and develop solutions that fit your specific needs.

Personal, Comprehensive Solutions

We understand that each client is unique, with distinct financial goals and circumstances. That’s why we take a personalized approach to cater our services to your specific needs. By carefully listening to your objectives and concerns, we develop tailored financial solutions that align with your unique situation and goals.

Predictability & Accountability

This is the process of establishing targets and measuring performance against those targets, and it is critical to achieving your financial goals. We establish specific target returns for each portfolio and when performance deviates from those, we can quickly take corrective action. 

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As Seen In

First Financial Consulting Featured In

CERTIFIED FINANCIAL PLANNERS™

The gold standard of excellence for the top financial advisors

Fee-Only Fiduciary Advice

Our 100% objective approach always puts your interests ahead of our own

Over 45 Years in Business

Stability and breadth of experience to handle any situation

$500M + Assets Under Management

Professional investment management covering all market cycles

Total Wealth
Management

Full range of financial planning and investment services

What Services do We Provide?

As part of our commitment to our clients’ ongoing success, our financial advisors offer a comprehensive approach to financial planning by providing the key services which help you plan for retirement, preserve your wealth, and provide a lasting legacy for your family.

Financial Planning

We believe that financial success begins with a solid financial plan. Our financial consulting approach always puts your needs and goals first.

Investment Management

Our financial consultants approach to investment management is built on three key concepts: objectivity, predictability, and accountability. 

100% Objective Advice

When faced with important financial decisions that will affect your future, you need to know that advice you receive is in your best interests.

Retirement Planning

Retirement planning is critical to a successful retirement. Our retirement planners work tirelessly to help you successfully retire.

Tax Planning

Tax planning can drastically decrease the amount of taxes you pay. The key is finding the right strategies that meet your specific financial situation.

Estate Planning

Estate planning is too important to be a neglected afterthought. Your estate plan is your way of protecting your family and preserving your legacy.

Wealth Planning

Wealth planning is a specialized area of financial planning. It is the most comprehensive approach you can take focusing on multiple generations of your family.

Insurance Planning

Insurance planning allows you to identify the greatest risks to your financial future and then develop a strategy to eliminate or mitigate those risks.

Annuity Advice

Annuities are often oversold and rarely perform as promised. Whether you have annuities or are considering them, this area absolutely needs review.

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FAQs

Are you a fiduciary?

Yes, we are a fiduciary, but our services go even beyond than that. We are a 100% fee-only fiduciary, putting us at the top of the spectrum of fiduciaries. We are both legally and morally bound to only act in our clients’ best interests. We do not sell any financial products nor accept commissions. We provide 100% objective advice to help our clients achieve their financial goals.

How do you charge for your services?

We charge clients directly for our services, not by selling products. That fee is determined at the beginning of the engagement before any work is begun and is based on a mutual agreement between both the client and the firm.

Our typical minimum fee is $5,000 for the first year, but it can go higher based on the amount and complexity of the work needed. 

Are there any requirements to become a client?

We do not have any formal requirements to become a client, but we have found that our services are best suited for people who are seeking a long-term relationship with an advisor who will provide 100% objective advice and who takes a holistic approach to planning.

Generally speaking, clients who have at least $500,000 in investment or retirement assets will find the most benefit and value from our work.

What types of clients do you typically work with?

We work best with clients who are seeking a long-term relationship with an objective advisor who is committed to developing, implementing, and managing a holistic financial plan which will help them accomplish their financial goals up to and through retirement. For those seeking to leave a legacy, our work extends to planning for the transition to future generations. 

What is your investment philosophy?

We believe in providing predictability and accountability in the investment management process. Only by establishing specific goals and measuring performance against them can you determine whether or not you are achieving your goals. 

What specific services do you provide?

Our work is comprehensive and holistic by nature. The most common services we provide include financial planning, investment management, tax planning, estate planning, wealth planning, and insurance planning. 

We have 45+ years of helping our clients achieve their financial goals. This vast experience and our holistic approach allows us to tackle almost any issue you may be facing.