Based on your answers, we advise you to make an appointment with us.
An expert wealth advisor has been assigned to your account and will reach out within 24 hours to set up your complimentary consultation.
We are here to help you protect and preserve your wealth, and to ensure that your legacy endures for generations to come.
At First Financial Consulting, we offer comprehensive estate and gift planning services for individuals and families who want to safeguard their wealth and secure their legacy. Whether you’re looking to minimize taxes, protect your assets, or ensure that your loved ones are taken care of after you’re gone, our team of experienced professionals can help.
Our estate and gift planning services include a range of strategies and solutions tailored to your unique needs and goals. We can help you navigate complex legal and financial issues, such as estate taxes, trusts, wills, charitable giving, and more. With our guidance, you can create a customized plan that reflects your wishes and priorities, while maximizing the benefits to you and your heirs.
We understand that estate and gift planning can be a sensitive and emotional process, and we are committed to providing compassionate and personalized support every step of the way. Our team will work closely with you to understand your concerns and objectives, and to develop a plan that meets your needs and aligns with your values.
We Provide 100% Objective Advice
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.
We Look at the Whole Picture
We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.
We Give Advice Whenever You Need it
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.
Fee-Only Fiduciary
We put your best interests ahead of our own
35+ Years in Business
Stability and breadth of experience to handle any situation
Over $500 million in Assets Under Management
Size and scale to tour clients’ benefit
Certified Financial Planner Professionals
The gold standard in financial planning expertise
Total Wealth Management
Full range of financial planning and investment services
© 2023 First Financial Consulting.
