At First Financial, our financial coaching is the heart of what we do. We help you build the financial future you deserve—one step at a time. Our coaching is designed to meet you where you are and guide you toward your goals.
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We know that having the right tools can make all the difference. That’s why we offer technology solutions that help you plan, track, and optimize your cash flow. From DIY planning resources to educational platforms, we provide the tools you need to make smart, informed decisions on your own terms.
Protect what matters most. Our life insurance options ensure that your family or business is covered, giving you the confidence to move forward with your financial plan without fear of the unknown. It’s about securing the future, so you can live with peace of mind today.
Whether you’re planning for your personal future or looking to help your employees plan for retirement, we offer comprehensive retirement strategies. From individual retirement accounts to company-sponsored plans, we’ll work with you to ensure a secure, comfortable future for all involved.
At First Financial, we believe that great financial planning doesn’t happen in a silo. We work closely with your existing team of professionals—whether it’s your attorney, tax advisor, or other trusted experts—to ensure that your financial plan is seamlessly integrated. In cases like estate planning, we’ll collaborate with your attorney to align your financial strategy with your legal needs, ensuring a cohesive and forward-thinking approach for you and your family’s future.
We help you choose the right accounts to achieve your financial goals, whether you’re saving for retirement, healthcare, or investing for the future.
401(k) & 403(b) Plans
• Employer-sponsored with matching contributions
• Tax-deferred growth for your retirement
• Traditional and Roth options available
Individual Retirement Accounts (IRA)
• Traditional and Roth IRA options for tax advantages
• SEP IRAs for self-employed individuals
• Flexible investment choices tailored to your goals
Health Savings Accounts (HSA)
• Tax-free contributions and withdrawals for healthcare expenses
• Build savings for medical costs in retirement
• Ideal for individuals and families with high-deductible health plans
Taxable Investment Accounts
• No contribution limits, with easy access to funds
• Flexible investment options tailored to your financial goals
• Great for long-term growth without the restrictions of retirement accounts
Business Retirement Plans
• 401(k), SEP, and SIMPLE IRAs for businesses of all sizes
• Employee matching to enhance retirement savings
• Comprehensive support for managing your business plan
All investing involves risk and costs, including loss of principal. Your advisor can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure improved confidence, assure profit, or protect against loss.
The views expressed represent the opinions of First Financial Coaching, Inc. which are subject to change and are not intended as investment advice or a forecast or guarantee of future results. Stated information is provided for informational purposes only. It is derived from proprietary and non-proprietary sources which have not been independently verified for accuracy or completeness. While First Financial Coaching, Inc. believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions which may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Some materials on this website have been reprinted or adapted with permission by Matson Money, Inc.
Advisory Services offered through First Financial Coaching, Inc., a SEC Registered Investment Advisor. Principal office: 144 South Main Street, Mt. Clemens, MI 48043. Phone: 586-463-1880. Insurance services offered individually.
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