.png)
Our Services
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.
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.
Business & Real Estate Lending
Capital is the lifeblood of any business. In fact, it's said that over 80% of businesses will fail because they didn't have enough of it! First Financial helps real estate investors and business owners realize their dreams by providing complimentary consultations on financing options. Working with over 150 products, and independent from any one institution, we have the ability to present all options without bias.
