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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

Retirement Strategies and Fiduciary Services

In the last 20 years the retirement plan marketplace has evolved at a breakneck pace.   A benefit that employers provided to either compliment or replace profit sharing and pensions has become the primary retirement savings mechanism for most Americans.  During that same time period access to independent information, transparency, government intervention and leadership in the investment advisory/provider space has led to greater options and efficiency.   First Financial has been active in the management of and administration of retirement plans dating back to the mid 1980’s.   In today’s environment FFG no longer administers or recordkeeps retirement plans.   As a market leader in financial planning and wealth management, FFG formed a Fiduciary Consulting Team to provide independent 3(21) fiduciary services to our clientele. 

Meet our Fiduciary Consulting Team

  • Lloyd Polmateer – Managing Partner – CEO of FFG - Financial planner – entered the field in 1992
  • Bradley Troy, CFP, CAP, CLU, ChFC , AIF – Practice leader and  Fiduciary Advisor – entered field 1989
  • Joseph Dankowski, CFP – Investment Advisor and Financial Planner – entered field 2001
  • Barbara Fuentez,- Head of Business Administration & Control
  • Ernie Guerriero, CLU®,ChFC®,CEBS®,CPCU®,CPC®,CMS,AIF® - Director, Head of Qualified Retirement Plan Marketing, Business Resource Center for Advanced Markets
  • Valarie Ford – Marketing & Business Development

Our business mission is to bring clarity, transparency and fiduciary standards to retirement plans for the benefit of employers and employees.   Retirement plans represent a complex intersection of products, rules and laws fraught with the potential for mistakes, errors and conflicts of interest.   We seek to illuminate the issues and potential problems, provide the employer with direction and help employees obtain the maximum output possible through low costs, solid investment solutions and education. Our services include:  

Fiduciary Oversight

Understanding your role as a fiduciary.

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Investment
Advice

FFG provides an investment method for retirement plan fiduciary management.

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Participant Advocacy

Making your plan a success by helping employees achieve retirement.

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Retirement Plan Design

Designing a plan that's good for your employees and good for your business.

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Cost
Analysis

Without any conflicts of interest we put your needs first.

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Plan
Reviews

As your business grows, your retirement strategies should meet your goals. 

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