How We Help
Insurance Planning
First Financial provides guidance and brokerage services on life insurance, health and disability insurance, and annuities. Life has its many phases and is full of surprises. Let’s have a chat to see how we can add a higher degree of certainty to your life’s plan. Protect your family, your wealth, and your legacy, all while reducing your tax burden.
Financial Planning & Investment Management
At First Financial, we provide a holistic approach to financial wellness through our suite of tailored services. Our Investment Management ensures your portfolio aligns with your goals and adapts to market changes, while our Comprehensive Tax-Efficient Financial Planning helps optimize your wealth by minimizing tax burdens. We prioritize safeguarding your assets with Risk Mitigation and Insurance Planning, offering solutions to protect what matters most. For your golden years, our Retirement Strategies focus on sustainable income and long-term security. Additionally, we guide clients through life’s milestones with Education and Large Purchase Planning, ensuring major decisions—like funding college or buying a home—fit seamlessly into your financial journey. Let us help you build a future you can feel confident about.
Bookkeeping & Financial Reporting
At First Financial, where precision meets expertise. Headed by Zack Levine, a tax expert and CPA, we are dedicated to providing accurate and timely financial reporting. Understanding the critical role of meticulous bookkeeping in your business's success, we maintain the highest standards of accuracy and integrity. Our extensive knowledge of tax regulations ensures your financial statements are precise and compliant, helping you capture all entitled deductions and confidently observe applicable tax laws. Our proactive approach anticipates and reduces taxes, eliminates pre-tax filing stress, and ensures a smooth, efficient process during tax season. At First Financial, we build lasting relationships by tailoring our services to your unique needs, making us a trusted partner in your financial journey.
