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 Wealth Advisor 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 Wealth Advisors 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 Wealth Management Wealth Advisors want to know your objectives and your goals before planning your portfolio.

 

Contact a Wealth Advisor 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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