Broker Check

Connecting the dots to protect and grow both your business and personal balance sheets. 

All too often, good counsel is given in a bubble. Your circle of trusted business advisors—your lawyer, accountant, investment consultant—are all very good at what they do, based on their unique areas of knowledge. But, who sees the big picture? Who puts your personal wealth, your wealth in retirement and the protection of your loved ones into the equation? We do.

Our job is to work with all of your advisors to help ensure that both your business and personal wealth goals are met and that your greatest asset -- your business, is properly positioned to help bring you and your family the best possible outcome no matter what happens.

Our Services include:

Group Benefits

Group Benefits

Taking care of your associates is taking care of your business.

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Risk Management

Risk Management

You've worked hard to build your business. You need strategies that work just as
hard to protect it.

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Retirement Services

Retirement Services

Our business mission is to bring transparency and standards to retirement plans for the benefit of employers and employees.

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Wealth Steps®

Wealth Steps®

A Company-Sponsored Financial Wellness Program.

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Succession Planning

Succession Planning

Selling or transferring your business can be the biggest financial event of your lifetime.

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Key Person Planning

Key Person Planning

Talent comes and goes, but your inner circle of authentic key employees is truly a critical asset to your business.

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Time to Schedule a Review or Spend Some Time Examining Your Finances?

Time to Schedule a Review or Spend Some Time Examining Your Finances?

Click the button below to schedule a consultation.

§ Assets under administration as of July 2020. Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
* Services provided by strategic affiliations with quality providers. First Financial Group does not offer these products or provide services for them.
† First Financial Group does not give tax or legal advice. You should contact your tax or legal advisor regarding your individual situation.
†† Fiduciary Services provided by First Financial Group’s Accredited Investment Fiduciaries® Fee-based financial planning and wealth management services are offered only by appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities (PAS).