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Together, We Can Achieve More

We dedicate ourselves to understanding your unique needs and crafting personalized strategies that aim to ensure your financial goals are not just met but exceeded.

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Empowering Your
Financial Future

At First Team Financial, we are your hometown advisor. We aim to solve the challenges of navigating the complex landscape of financial planning by building long-term relationships with you by meeting you where you are, partnering up with you to form a personalized plan, and using competitive research and financial vehicles to work toward your goals. Our commitment is to find suitable strategies tailored to your needs. We focus on turning your retirement savings into a reliable income stream that can endure through economic uncertainties life can inflict, so you can live comfortably and maintain the lifestyle you desire.

Our Approach
Individuals

Individuals

Providing tailored financial strategies to pursue unique personal financial goals.

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Families

Families

Helping families work toward their financial future and plan for generational wealth.

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Business Owners

Business Owners

Offering comprehensive financial planning to grow and protect your business.

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Pre-retirees & Retirees

Pre-retirees & Retirees

Guiding you through the complexities of retirement planning and income generation.

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Comprehensive Financial Strategies
Tailored to Your Needs

First Team Financial offers a range of services designed with a goal to help you achieve your financial goals and secure your future.

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Retirement Planning Services

Creating personalized strategies to work toward a comfortable and secure retirement lifestyle.

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Wealth Management Services

Managing and preserving your assets through tailored investment and financial planning strategies.

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Life Insurance and Long Term Care

Protecting your loved ones with coverage for life's unexpected events and future care.

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Education Savings & Legacy Planning

Investing in your children's future and planning for generational wealth transfer and preservation.

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Who We Are

Who We Are

We are your teammate who sits on your side of the table and understands that your goals and dreams are all that matter. Our firm combines decades of financial expertise with a deep dedication to helping you pursue your financial dreams while treating you like a part of our family.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Resources

Please explore our curated library of media, articles, and other resources to sharpen your financial acumen.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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At First Team Financial, we believe in building strong, trusting relationships with our clients. Our process is designed with a goal to ensure that we are the right fit for each other and that we fully understand your financial goals.

Step 1 - Initial Meeting

Our first meeting is a 'get to know each other' session. We ask you not to bring any financial statements, as this meeting is all about understanding you, your expectations, and what you're looking for in an advisor. We will share information about ourselves, our practice, and our approach to financial planning. At the end of this meeting, we encourage you to go home, sleep on it, and consider whether you'd like to proceed with a second meeting.

Step 2 - Second Meeting

If you decide to move forward and we agree that you are a good fit for our practice, we will have a second meeting. During this session, we review your financial statements and discuss your current financial situation. We also gather information about your goals and objectives, which will form the basis of your personalized financial plan. We then open accounts and initiate any necessary transfers.

Step 3 - Third Meeting

In our third meeting, we present and discuss your customized financial plan. We make any necessary adjustments based on your feedback and begin implementing the plan to help you address your financial goals.

Step 4 - Ongoing Reviews

We believe in maintaining an ongoing relationship with our clients. We schedule annual reviews to assess your financial progress and make any necessary adjustments. If there are significant changes in your life or financial situation, we are always available to meet more frequently.

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Are You Ready To Take Your First Steps?

Schedule a complimentary discovery meeting with us and get started on your journey.

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