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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

Retirement Plan Services

In the last 20 years the retirement plan marketplace has evolved at a breakneck pace. A benefit that employers provided to either compliment or replace profit sharing and pensions has become the primary retirement savings mechanism for most Americans. During that same time period access to independent information, transparency, government intervention and leadership in the investment advisory/provider space has led to greater options and efficiency.  Our business mission is to bring clarity, transparency and standards to retirement plans for the benefit of employers and employees.

Meet our Retirement Services Team

Retirement plans represent a complex intersection of products, rules and laws fraught with the potential for mistakes, errors and conflicts of interest. We seek to illuminate the issues and potential problems, provide the employer with direction and help employees obtain the maximum output possible through low costs, solid investment solutions and education.   Our services include:  

Retirement Plan Design

Designing a plan that's good for your employees and good for your business.

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Cost
Analysis

Without any conflicts of interest we put your needs first.

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Plan
Reviews

As your business grows, your retirement strategies should meet your goals. 

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Retirement Plan Consulting

Understanding your role as a fiduciary.

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Participant Advocacy

Making your plan a success by helping employees achieve retirement.

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Bradley Troy, CFP AIF CLU ChFC AIF,  First Financial Group, 7101 Wisconsin Avenue, Suite 1200, Bethesda, Maryland 20814.    Securities products/services and advisory services are offered through Park Avenue Securities LLC, (PAS), a registered broker-dealer and investment advisor, 301-907-9030.  First Financial Group is not an affiliate or subsidiary of PAS.
Thomas Furey, AIF, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).  OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, 301.907.9030.  Securities products and advisory services offered through PAS, member FINRA, SIPC.  Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  PAS is an indirect, wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.