All too often, good counsel is given in a bubble. Your circle of trusted business advisors--your lawyer, accountant, investment consultant—are all very good at what they do, based on their unique areas of knowledge. But, who sees the big picture? Who puts your personal wealth, your wealth in retirement and the security of your loved ones into the equation? We do.
Our job is to work with all of your advisors to ensure that both your business and personal wealth goals are met and that your greatest asset -- your business, is positioned to bring you and your family the best possible outcome no matter what happens.
Taking care of your associates is taking care of your business.
As an employer, keeping a loyal, productive and healthy workforce is at the core of your business.
You've worked hard to build your business. You need strategies that work just as hard to protect it.
Our business mission is to bring transparency and standards to retirement plans for the benefit of employers and employees.
A Company Sponsored Financial Wellness Program.
Selling or transferring your business can be the biggest financial event of your lifetime.
Talent comes and goes, but your inner circle of authentic key employees is truly a critical asset to your business.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Director, Business Strategies Group7101 Wisconsin Avenue Suite 1200Bethesda, MD 20814Office: (301) 907-9030 ext. email@example.comPathwaytoConfidence.com
President, First Financial Group Benefits7101 Wisconsin Avenue Suite 1200Bethesda MD 20814(301) 907-9030, x firstname.lastname@example.org
Wealth Management AdvisorFirst Financial Group301-907-9030, x email@example.com
Where Is the Market Headed?