Broker Check

Holistic financial planning to protect and maximize your cashflow

<strong>Personal Strategies</strong>

Personal Strategies

Wherever you are on your path, you deserve to live a great financial life.

Just married?  New parents?  Ready to retire?  No matter where you are on your life's journey, we can help.  For over a quarter century, First Financial Group has been helping families live well at every stage of life by helping them find a path of financial independence.

<strong>Business Strategies</strong>

Business Strategies

Build your business value.

Living with and truly understanding the unique set of
challenges and opportunities of local entrepreneurs

and business owners is the foundation of FFG’s
Business Solutions Group.

Financial Services

Fee-based Planning
Comprehensive Financial Planning
Estate Planning
Charitable Planning
Focus Plans
Retirement Planning
Cash Flow Analysis

Asset Management

Fee-Based Asset Management
Comprehensive Brokerage Services
Asset Allocation Analysis
401(k) Plans
Existing Investments
Employee Stock Options

Insurance Services

Life Insurance
Disability Insurance
Long-Term Care Insurance
Individual Health Insurance
Group Benefits

Business Services

Executive Benefit Planning
Key Person Planning
Fiduciary Consulting
Qualified Retirement Plans
Deferred Compensation Planning
Buy-Sell and Succession Planning

Meet Our Leadership Team

<strong>Lloyd Polmateer</strong>

Lloyd Polmateer


<strong>Sean Joiner</strong>

Sean Joiner


<strong>Sandi Myers</strong>

Sandi Myers

Chief Operating Officer

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