Lloyd Polmateer

CEO
7101 Wisconsin Avenue, Suite 1200
Bethesda, MD 20814
Phone: 301-907-9030
lloyd.polmateer@ffgadvisors.com

Lloyd is the CEO of First Financial Group (FFG), one of the largest independently owned financial services firms in the Mid-Atlantic. With the simple philosophy of helping people live better lives, First Financial Group has been protecting and building the wealth of Washingtonians for over 30 years.

As a business owner, Lloyd lives with and truly understands the unique set of challenges and opportunities of local entrepreneurs and business owners. Our Business Strategies Group and First Financial Group Benefits are focused on helping small to mid-sized businesses meet those challenges and leverage those opportunities.

Lloyd cares deeply about helping people find financial independence and live better lives. If this resonates with you, please reach out to Lloyd -- he is always looking for like-minded individuals to join our firm.

Email LLOYD

Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Lloyd.

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AREAS OF FOCUS:

Business Planning

Executive Benefits

Compensation Design

Wealth Accumulation

Wealth Protection & Wealth Distribution

Business Succession

Retirement Plans

Financial Wellness Programs

Business Strategies

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

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Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Investments

Just because everybody’s doing it, doesn’t always mean it’s such a great idea. Or, maybe it is. How will you know?

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Interactive Resource Centers

We've curated a vast collection of Articles, Videos and Calculators designed to help you develop effective financial and lifestyle strategies.

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FINANCIAL VIDEO LIBRARY

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs,
income stability, and the burden of debt and is designed to help your clients know the recipe
for success in retirement.

^{Registered Principal and Financial Advisor of Mass Mutual. Securities products/services and advisory services are offered through MML, a registered broker-dealer and investment advisor. Financial Representative. First Financial Group is not an affiliate or subsidiary of Mass Mutual. MML is a member of FINRA, SIPC. CRN202503-2126332.}