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Take Care of Your Financial Wealth
An important aspect of pursuing your goals is having a financial plan. Here at First Financial Networks, our priority is creating a personalized plan that meets your financial needs. We are here to guide you through every step of the way. See our particular services below.
RETIREMENT & INVESTMENT PLANNING
- Diversified approach using objective LPL Research, forward looking software, and portfolio construction tools
- Life-event Guidance including Social Security advice
- Individualized Financial Plans
- Multiple investment platforms to fit the needs of our diverse client base
ESTATE PLANNING
- Smooth transitions and tax efficient wealth transfer from one generation to the next
- Estate management and disbursement
- Well versed in trusts, education funding, Charitable Gifts, Credit Shelter Trusts, and retitling assets
- Coach mentality: working with attorneys and accountants to ensure all aspects of Estate Planning are considered
TAX PLANNING
- Uses strategies to minimize annual income and capital-gains taxes
- Implement tax-efficient distribution strategies
- Working in conjunction with tax advisors and accountants
INSURANCE PLANNING
- Uses insurance as an effective tool in Estate Planning, including Long Term Care
- Ensures clients understand the pros and cons of each specific product
- Finds the most cost competitive products as an Independent Insurance Broker
BUSINESS CONTINUATION PLAN
- Tax-saving strategies for the self employed
- Creating an Exit Strategy
- Assisting and establishing retirement plans
- Coordinates with other financial professionals for a unified approach
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TAKE CARE OF YOUR FINANCIAL WEALTH
Securities & Advisory Services offered through LPL Financial a registered investment advisor, Member FINRA / SIPC
The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA.