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

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Tax Deductions: Catch Them All!

Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

What Does That Mean? IDK

Financial acronyms you should know.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

View all articles arrow

Bi-Weekly Payments

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

Annuity Comparison

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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 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

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.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

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

View all videos arrow