Like you, we have passions. Golf. Theater. Travel. Family. Charities. Passions are what we look forward to and wish we could do more often. Our role is to help you do just that: do more of what you’re passionate about.
At First Financial Associates, we excel at listening to our clients and learning their unique needs, dreams, and fears. We want to be your guide through the financial world, and know that understanding you is the key to that journey.
We are an independent financial planning firm. This means that we represent you, and not any company or product.
Unlike most firms, we have no client minimums and there are no initial consultation costs to meet with us and benefit from an independent perspective.
Let’s plan this journey together!
Retirement doesn’t come with instructions. You need a retirement plan. We can help you create that plan, and then we’ll work together to achieve the retirement that you deserve.
Planning for college has its own challenges and we will help you navigate this process. From 529 plans to what types of assets count for what on the FAFSA (the Free Application for Federal Student Aid), we can help you.
If there’s one thing certain about life – it’s the uncertainty that living it brings. We will help you navigate what insurance coverages are best for you, from life insurance to Medicare.
