Ira M Work | First Financial Coaching | MI

Ira M. Work

Financial coach • Tennessee

Ira began his career in 1984 as a stockbroker with First Jersey Securities, driven by a passion for helping people achieve financial independence. Over the years, he honed his skills at renowned firms like Shearson Lehman Brothers and Smith Barney. Seeking to provide his clients with impartial, personalized advice, he founded the Work Financial Group in West Palm Beach, FL, in 1996.

Ira has earned multiple prestigious designations throughout his career, including the ChFC® (Chartered Financial Consultant), RFC® (Registered Financial Consultant), AIF® (Accredited Investment Fiduciary), AAMS® (Accredited Asset Management Specialist), CASL® (Chartered Advisor for Senior Living), and CRPS® (Chartered Retirement Plan Specialist). These qualifications reflect his dedication to mastering investment strategies, retirement planning, and

senior living solutions.

Ira is passionate about educating clients on avoiding common investment mistakes and achieving long-term financial success. He has also written financial articles featured in local newspapers and Financial Playbook magazine.

When he’s not helping clients, Ira enjoys traveling, motorcycle rides, and golf with his wife Elaine. They reside in Nashville and are proud parents of four children.

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MICHIGAN - MAIN OFFICE

144 South Main Street
Mount Clemens, MI 48043

NORTH CAROLINA

112 E. Moore Street, Suite 5
Southport, NC 28461

ILLINOIS

4405 W. Lawrence Ave.
Chicago, IL 60630

TEXAS

1251 North Stuart Place Road
Harlingen, TX 78552

KENTUCKY

25101 US Highway 119 South
PO Box 945
Belfry, KY 41514

EMAIL US

connect@firstfinancialcoach.com

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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.

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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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