First Class Financial encompasses your many financial needs under one roof.  We strive to help you clarify your goals, achieve your objectives, and find peace of mind.  ​Our services will address financial and life planning, management of investment assets, and an array of financial planning functions.

​We realize that along with an increase in financial success, comes an increase in the complexity of issues.  We  provide guidance for many aspects of our clients’ financial situations.  Your unique financial needs and goals may change over time, so we offer a wide spectrum of services with on-going and adaptive management. Investments are vigilantly monitored and re-balanced as your circumstances continue to evolve.

• Investment Management

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• Cash Flow Management

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• Retirement Planning

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• Estate Planning

• College Planning

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• Risk Management

 

• Charitable Planning

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• Long-Term Care

OUR PROCESS

With a thorough review of your current financial status, we will help you navigate towards the fulfillment of your financial goals by advising you through important investment decisions and alerting you of any risks that may lay ahead.

Here is a brief overview of our 5-Step Process:

CONSULTATION

Introduction to our Firm
​Financial Concerns/Goals
Review Existing Plan

PROPOSAL

Review of portfolio holdings
Discuss any opportunities uncovered
Confirm Wealth Management Strategy

PROGRESS UPDATE

Present your Investment Policy/Strategy
Update on Accounts and Transfer of Assets

QUARTERLY REVIEW

Review of your goals
Portfolio and Current Investment Reporting
Address any areas of concern

QUALITY SERVICE

Continued monitoring and regular review
Consult when life changes arise
Maintain delivery of a positive, comprehensive experience

We are here to provide you with the exceptional service you and your family deserve.
Call our office today to schedule a FREE no-obligation consultation!