“Let me meet with you for a FREE personalized consultation to help you have a retirement free from worry.”
At First Financial Tax Group, we think comprehensive retirement planning is all about relationships. When you have a comfortable relationship with your financial advisor, you gain confidence about reaching your retirement goals. Our focus is on the client, not the transaction, and working together with you, we create personalized, strategic plans to build and manage wealth. We look at the whole picture when we work with you – from investments to taxes to social security – and we look at each client as an individual. Financial planning should not be one size fits all.
We specialize in helping pre and post retirees with their retirement income planning. We have a unique and proprietary system, plus a step-by-step process that enables us to determine which service or solution our client needs in order to help them achieve ALL of their financial goals.
We take the time to sit down with you and create a strategy that looks at your whole financial future.
Because we offer safe financial solutions, plus tax planning all under one roof, you benefit from having someone look at your entire financial picture and plan accordingly. Many investment professionals communicate with tax professionals only when it comes time to file taxes. If you choose to take advantage of our in-house tax planning services, you can reap substantial (and surprising!) rewards from having a financial and tax strategy that is proactive, not reactive.
We are husband-and-wife team Ferne and Barry Kornfeld, and we have over 50 years combined experience in this business.
We strongly believe that the nucleus of a successful retirement plan must be a comprehensive and cohesive financial strategy that will work in any economic environment, not just when the markets are going up! This strategy must be tailor-made to match each individual’s unique needs. Every client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate and family situation.
Our clients are the most important people in the world to us. Our purpose is to ensure that your needs and goals for a safer retirement are both completely understood and achieved. Many investors we see have far too much risk for their specific situation. Our plans and strategies help investors achieve their financial goals no matter which way the economy goes, with a much higher level of safety.
Come see us today and find out what a difference a comprehensive, personalized financial plan can make for you!