Introduction to First Financial Advisors LC

 We offer One-stop Wealth Management Service

  • Investment Management:  stocks, bonds, real estate, gold
  • Taxes and Accounting:  preparation, planning
  • Estate Planning:  wills and trusts; charitable gifting
  • Retirement Planning:  IRA’s, Roth’s, 401k, personal care
  • Insurance Solutions:  Life, Health, Annuities

Our Business is Peace of Mind for our Clients

  • 20 years managing and serving our Clients
  • Professional Licensed Advisors and Staff
  • Objective Unbiased Advice
  • Safety, Privacy, and Confidentiality always a priority
  • Superior Custodial Services and Reporting thru Charles Schwab
  • State-of-the-Art Technology & Research

Tell Us What You Want to Accomplish

  • No-cost Initial Consultation
  • Choose Your Fee Option:  Hourly or Low-fee Asset Management
  • Set Goals with your Investment Advisor
  • Video-conference with our planning team
  • Get feed-back on best strategy to meet your goals
  • Adopt your plan

Implement Your Plan

  • Pay your planning fee or transfer in assets to a Schwab account we will open for you.
  • Sign your Asset Management Contract with FFA and receive your copy of our Disclosure Brochure (ADV)
  • For managed accounts, agree on a portfolio strategy  and sign option documents