Bethesda MD 20814
Helping people live truly wealthy lives for over 25 years.
Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. The firm employs over 140 representatives and 1,200 licensed brokers.
Financial Services for Personal and Business Planning
Just married? New parents? Ready to retire? No matter where you are on your life's journey, FFG's Personal Strategies Group can help. For over a quarter century, First Financial Group has been helping families live well at every stage of life by helping them find a path of financial independence. Living with and truly understanding the unique set of challenges and opportunities of local entrepreneurs and business owners is the foundation of FFG’s Business Strategies Group and First Financial Group Benefits. We have the ability to fully integrate your personal and business planning through our proprietary platform, The Living Balance Sheet®.
The Living Balance Sheet®
The Living Balance Sheet®(LBS) is a secure electronic wealth organization platform designed to help you analyze your strategies and make truly informed decisions. To find out more about LBS, click here.
- Fee-based Planning
- Comprehensive Financial Planning
- Estate Planning
- Charitable Planning
- Focus Plans
- Retirement Planning
- Cash Flow Analysis
Asset Management Services*
- Fee-Based Asset Management
- Comprehensive Brokerage Services
- Asset Allocation Analysis
- 401(k) Plans
- Existing Investments
- Employee Stock Options
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance**
- Individual Health Insurance2
- Group Benefits
- Executive Benefit Planning
- Key Person Planning
- Qualified Retirement Plans
- Deferred Compensation Planning
- Buy-Sell and Succession Planning
Let's start a conversation about taking your career to the next level.
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian