What sets First Financial Group apart from other financial firms, is the way we help people "use their money" strategically. Most people make financial decisions without considering any cause and effect on other financial, budgetary, and lifestyle issues. It is very much like solving a puzzle.
Maria's background in forensic science and investigation has given her a unique perspective that enables her to solve this puzzle and best orchestrate all of the moving parts to implement the best possible financial strategies for people to maximize their results.
Providing Financial Services since 2001, Maria specializes in working with companies to provide Financial Wellness Seminars in the workplace. Financial wellness can lead to a more productive, more engaged workforce. Employees who are more financially stressed agree they are less productive at work and more likely to look to their employer for help with financial security concerns. (Met Life 13th Annual U.S. Employee Benefit Trends Study, 2014-2015)
We can help you add this valuable benefit to your employee benefits package, at no cost to your company. In the past two years, Maria has provided this service to more than 1700 employees in the mid-atlantic region.
Areas of Focus:
- Business Planning
- Executive Benefits
- Compensation Design
- Wealth Accumulation
- Wealth Protection & Wealth Distribution
- Business Succession
- Retirement Plans
- Financial Wellness Programs
Financial Balance from the Living Balance Sheet
See how The Living Balance Sheet® can help you tell financial fact from fiction,
so you can achieve financial balance and accomplish your goals.