We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. In order to help you maximize your potential for success in all areas of your financial life, we take a holistic approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetimes and beyond. Above all, we are committed to helping you make smart decisions about your wealth so that it can do as much good as possible for those you care most about.
Investing makes it possible for many of us to achieve important lifetime goals. That’s why we believe a better wealth experience requires a consistent investment approach based on financial science and grounded in real-world results. Our asset class investing approach is designed to give you the highest probability of achieving your goals with a suitable amount of risk customized to you.
- Portfolio Management
- IRA/401k Rollovers
- 401(k) Business
- Roth Conversions
Retirement planning is preservation and cash management. We are NOT here to tell you how to spend your money or recommend strict budgets. We are here to advise you on how to maximize your hard-earned cash and shield you from highly speculative investments and ideas that are not in your family’s best interest. Your comprehensive retirement plan goes beyond your investment accounts. We work with independent experts to coordinate and help implement your risk management, tax planning, and estate planning needs.
- Maximize Social Security
- Tax-Efficient Strategies
- Legacy Plan
As a life planner, FirstLine Financial acts as your valued partner who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring, and discipline, we can be a valued catalyst to encourage you to plan ahead for your family for those expected and unexpected life stages.
- Life Insurance
- College Planning
- Legacy Planning
Who We Serve
We serve individuals and families interested in building long-term relationships based on mutual honesty, respect, and trust. Our client relationships go beyond just money – they are authentic, personal, and real.
Empty-nester who are ready to start focusing on retirement. They are somewhat knowledgeable on financial matters, but they would prefer to work with a professional so they can focus on their passions.
Retirees who’ve been enjoying their hard-earned money. Active and full of energy, they currently manage the family finances but worries about what would happen if something were to happen to either one of them. They want to simply work with a professional to make sure they will be okay regardless of what the future might bring.
High-income earners whose most valuable resource is time. With such a demanding job, they want to delegate as much as possible so they can spend free time with family and live a quality of life that they desire. They want a relationship with a professional who can provide alternative investment advice suitable for their executive compensation.
Public Service / Safety
First responders whose lives are always at risk as they serve their community; whether it be enforcing the law or putting out fires. They want a relationship with a professional who understands their unique financial challenges.