First Financial Group

Information may not be reliable

Mission Statement

It is the mission of First Financial Group to assist individual and business owner clients in developing the financial strategies necessary to meet their financial goals.

Utilizing the unique blend of technical expertise and common sense financial direction, clients' needs will be identified and solutions offered. Implementation of the effective design and continuing client participation will assure our future together.

Our objective is to build and maintain First Financial Group into the highest quality firm of its type... Measured by the satisfaction of our clients.

Process

First Financial Group associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.

An assessment of a client's situation is completed by the Firm's Planning Department in concert with the FFG consultant, and a coordinated financial plan is developed. Emphasis is placed on client goals and objectives, which may include future positions of cash flow and net worth, an assessment of retirement resources, recommendations for appropriate investment positioning, insurance, and estate planning to facilitate tax-efficient distributions to future generations. When applicable, other issues such as college funding or new home purchases/refinances are addressed. In addition, many clients seek counsel when presented with early retirement offers or career change opportunities.First Financial Group associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.

Implementation

A key element of a successful financial plan is implementation. FFG consultants are able to assist clients by recommending various asset management programs and by securing other financial products as needed. When appropriate we work with a client's other professional advisors such as their attorney and accountant to assure the overall plan is coordinated with all aspects of their financial decision making.

Periodic reviews and checkpoints are essential for monitoring progress toward goals and to make adjustments for tax law changes, changes in the economic environment, inheritances, job changes, retirement, etc.

First Financial Group's goal is to assist clients with ongoing financial decisions. This gives the client more control of their financial situation as a means to provide a comfort level for themselves and future generations.