Broker Check

First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 
Financial Balance. Protection First. Lasting Legacies. Building Wealth.

FOR YOU

 

Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®.

Learn More

FOR YOUR FAMILY

 

Protect the ones you love financially. Keep your family safe, no matter what the future brings.

Learn More

FOR YOUR BUSINESS

 

Build a great business. Protect it and take good care of the people who help it thrive. Including you.

Learn More

UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.

 

How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.

Contact Us

Join Our Firm

Do you have an entrepreneurial spirit and a passion to help people? Build your own practice with the freedom to determine your own market. Bring value to the lives’ of others by helping them achieve their financial goals.

Learn More        Apply Now                 



Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

5 Keys to Fiscal Fitness

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Take Advantage of These Business Tax Deductions

As a business owner, you have many opportunities to generate tax deductions throughout the year.

The Big Picture–Little Focus on Big Issues

If the stock market is hitting record highs, why aren’t money managers feeling the love?

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos arrow