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Our Services
Tax Preparation & Projections
First Financial provides the preparation of individual and business entity tax returns. Do you have self-employed or other sources of income? First Financial provides tax projections and estimates to ensure that you minimize penalties and interest.
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First Financial takes a holistic approach to tax and financial planning and merges the two. We specialize in guiding clients through the optimal allocation of assets to increase cash flow and decrease taxes over time. At your request, we can explore options that go beyond simple tax return preparation. Every tax return comes with a complimentary review with our affiliated partner, Kinetic Wealth Advisors, to explore how we can enhance your financial life.
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.
Insurance For High-Net-Worth & Entrepreneurs
Create your personal banking system and line of credit to finance the many needs of your business. Did you know that the cash component of certain life insurance policies can be used as a source of financing for your life or business? Best of all, the cash value grows tax-free and can be designed with guarantees. In addition to the liquidity benefits it provides, the policy protects your family or business partners with a death benefit should the unfortunate occur. Life insurance can be used to insure the life of a key employee or to fund corporate retirement plans or buy-sell agreements. It can also be used as part of an individual retirement plan to create a guaranteed stream of income backed by a death benefit.
Wealth Management
Through our affiliation with Kinetic Wealth Advisors, we offer wealth management services. Chief Advisor and CEO, Alex Lang, has over 15 years of wealth management experience, assisting clients through life’s many milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. We approach your financial picture from a wide-angle lens and build long-term, trusted relationships while working to pursue your goals.
First Financial can assist with a wide array of financial services. For all services not listed above an hourly fee of $250/hour applies, and prorated in 15 minute increments, with a minimum of $250 for the first hour.
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Our services include but are not limited to:
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Assistance with bank financing
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FAFSA applications
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Net worth statements
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Tax notice assistance
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Financial planning (hourly fees waived in many cases)
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Retirement planning and advisory (hourly fees waived in many cases)
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Social security maximization strategies
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Business entity selection and formation
Please inquire if you are interested in another service not listed above.
We are not currently offering but can refer you to another professional that performs:
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Bookkeeping services
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Tax audit support
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Compilations, financial statement audits and reviews
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Business valuations
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Non-profit and trust and estate tax returns