Hourly advice and planning services to help you meet your financial goals. We do not sell products, receive commissions, or charge fees for management of investments. We are fiduciaries and help our clients simplify, understand, and create plans that are unique to them and their unique goals.
With deep roots locally and grounded in more than 25 years of experience, Family First Financial Planning has helped hundreds of your neighbors in Florida and in Georgia clarify their life goals and create realistic financial plans to achieve them.
With deep roots locally and grounded in more than 25 years of experience, Family First Financial Planning has helped hundreds of your neighbors in Florida and in Georgia clarify their life goals and create realistic financial plans to achieve them.
Services
Our company's mission statement reflects what we offer: To act as an advocate for our clients by assisting them in understanding, simplifying and implementing financial plans that will help them reach their unique life goals.
Whether you need one-time advice, ongoing guidance or a second and reassuring opinion, Family First Financial Planning helps you create a realistic, easy to understand plan that gives you peace of mind now and plans for security well into the future.We work closely with you to clarify your life goals in order to make financial life plans that fit the unique circumstances you are facing.
Whether you need one-time advice, ongoing guidance or a second and reassuring opinion, Family First Financial Planning helps you create a realistic, easy to understand plan that gives you peace of mind now and plans for security well into the future.We work closely with you to clarify your life goals in order to make financial life plans that fit the unique circumstances you are facing.
Why the tree? In many faiths and cultures, trees signify the interconnectedness of families throughout generations. The trunk represents strength and stability and the branches and leaves reach toward the sky symbolizing the importance of reaching out to heaven (and for your dreams). Trees provide shelter and provide the kind of stability one gets when he or she is financially secure.
While our main office is in Stuart, we work with clients in South Florida and Northeast Georgia and other locations as permitted by law. We are happy to work with you in person or virtually through email, phone, text, and online web conferencing. Main offices are in Stuart and Boynton Beach, but if needed we have access to offices in West Palm and Wellington.
We do not sell investment products; therefore, we do not receive commissions from the sale of investment products. As a hourly-only financial planning service, conflicts of interest resulting from the sale or management of financial products are removed. We represent you and you alone. 3. Do you only provide a comprehensive plan or could you simply address one financial topic?.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
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