At First American Financial both of our managing partners are REAL Financial Planners. This is a very important distinction and something you should consider when working with a Financial Professional.

We believe that Real Financial Planning involves a complete 360 degree approach to strategizing your financial future.

Our firm was founded on the belief that in order to create an effective financial plan, one must examine all fiscal matters including: Investments, Life Insurance, Tax Implications, Estate Planning, and more. Ignoring one or more of the above can lead to incomplete planning or worse.

The licenses and certifications we have earned allow us to provide advice to you on your entire financial picture, not just a portion of it. This cohesive plan will help you plan for retirement on your terms and seek to maintain your lifestyle during your golden years.

The chart below gives a detailed look at the services we provide in comparison to those commonly offered by other Financial Professionals:

 Financial PlannerStock Broker Accountant Insurance Agent Attorney
Investment Advice/GuidanceYESYESNONONO
Insurance ConsultingYESNONOYESYES
Tax PlanningYESNOYESNOYES
Estate PlanningYESNOYESNOYES
Income ModelingYESNOYESNONO
Beneficiary CoordinationYESNONOYESYES
Retirement PlanningYESNONONONO
Creating and Coordinating
a Complete Financial Plan
YESNONONONO