Our Philosophy
Following our philosophy of sound, conservative planning and investment, we offer a comprehensive set of products and services grounded in:
Financial Planning Expert
With nearly 30 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning.
Independent Financial Planning Office
First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today.
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser.
CreativeOne Wealth, LLC and First Financial Consultants are unaffiliated entities.
Licensed Insurance Professional. This material has been prepared for informational and educational purposes and should not be construed as a solicitation of for the purchase or sell of any investment. The content is developed from sources believed to be providing accurate information. The information is not intended to be investment, legal or tax advice. Different investments involve varying degrees of risk, including and up to the loss of principal. Any references to protection, guarantees or lifetime income refer to insurance products, never securities products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.