Your Objectives. Your Goals. Your Portfolio.

We pride ourselves on coming up with client-focused solutions.

Client objectives: Our process begins with understanding our clients. We take inventory of your goals, preferences, and risk profile to develop a customized financial plan.

 

Guidance integrated with your goals: Your Wealth Management Investment Officer participates on the Investment Committee with a collaborative effort designed to encourage best ideas and to ensure our clients’ goals are being achieved.

Our Approach

Before our investment officers carefully craft your personalized investment portfolio;
they get to know you and your needs.

Let's discuss:

  • Time Horizon
  • Risk Profile
  • Net Worth
  • Liquidity Needs
  • Income Needs
  • Tax Bracket
  • Existing Portfolio

Need Help Getting Started?

 

Our investment officers want to know your objectives and your goals before planning your portfolio.

 

Contact an investment officer today!

Wealth Management
Services

With more than 90 years in the wealth management business and more than $2.6 billion in current assets, we pride ourselves on providing advanced, comprehensive solutions with a personal touch.

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Retirement Plans
For Your Business

Our Retirement Plan Services team can help your business with a plan that best fits your needs. Explore our great options including assistance with retirement plan design, fiduciary services or portfolio management.

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Trust Administration & Estate Settlement

Protecting your legacy is important! We are here to help you administer a trust to ensure this happens. With First Financial, you can be confident that your wishes will be carried out just as you have planned.

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