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Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets. 

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.

Our Services include:

Group Benefits

Taking care of your associates is taking care of your business.

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Employee Seminars

As an employer, keeping a loyal, productive and healthy workforce is at the core of your business.

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Risk Management

You've worked hard to build your business. You need strategies that work just as hard to protect it.

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Retirement Services

Our business mission is to bring transparency and standards to retirement plans for the benefit of employers and employees.

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Wealth Steps®

A Company Sponsored Financial Wellness Program.

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Succession Planning

Selling or transferring your business can be the biggest financial event of your lifetime.

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Key Person Planning 

Talent comes and goes, but your inner circle of authentic key employees is truly a critical asset to your business.

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Resource Center

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet our Business Strategies Management Team

Sarah Cato, CFP®, CHFC®, CLU®, RICP®, CExP™

Director, Business Strategies Group
7101 Wisconsin Avenue Suite 1200
Bethesda, MD 20814
Office: (301) 907-9030 ext. 1341

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Billy MacCartee

President, First Financial Group Benefits
7101 Wisconsin Avenue Suite 1200
Bethesda MD 20814
(301) 907-9030, x 5265

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Bradley Troy, CFP®, CAP®, CLU®, CHFC®, AIF®     

Wealth Management Advisor
First Financial Group
301-907-9030, x 1316

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