Our Process

First Financial Group of the South associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.

An assessment of a client's situation is completed by the Firm's Planning Department in concert with the FFG of the South consultant, and a coordinated financial plan is developed. Emphasis is placed on client goals and objectives, which may include future positions of cash flow and net worth, an assessment of retirement resources, recommendations for appropriate investment positioning, insurance, and estate planning to facilitate tax-efficient distributions to future generations. When applicable, other issues such as college funding or new home purchases/refinances are addressed. In addition, many clients seek counsel when presented with early retirement offers or career change opportunities. First Financial Group of the South associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.