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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

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



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

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

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

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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.

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Helpful Content

Take Advantage of These Business Tax Deductions

Take Advantage of These Business Tax Deductions

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Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Business Succession Planning Blueprint

Business Succession Planning Blueprint

Is succession a part of your strategic business plan? It should be.


Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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Learn about a financial asset that can help you build a stronger financial future.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?


Making the most of surprises is a great reason to work with us.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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