Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At First Choice Consulting, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

The First Choice Consulting Process

We work closely with you to fully understand your particular situation and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each client relationship is unique and every client is distinctive, but getting started with us includes five specific steps.

Identify Your Goals and Priorities

We’ll get to know one another during your initial meeting. We’ll talk about your specific needs, goals and priorities. We’ll also complete a comprehensive risk questionnaire, which gives us essential insight into your investment goals and mindset.

Gather Your Data

In this step, we’ll gather any necessary documents, policies and statements. We’ll work together to define your personal and financial goals, including expectations and timeframes.

Analyze Data and Create a Strategy

Using the information we’ve collected, we’ll help you develop an effective, long-term investment income strategy custom-tailored to your unique needs. Then we’ll build a comprehensive strategy that outlines what we recommend to help you pursue your goals.

Implement Your Personalized Strategy

In this phase, we’ll help you successfully implement your income strategy. Our highly skilled staff makes this process quick and easy for you through constant communication and high attention to detail.

Review and Monitor Your Strategy

We monitor your accounts on a regular basis to ensure they are still performing in a way that meets your intentions. Communication is our top priority; we explain and answer questions about our reporting methods and stay in frequent touch with you to keep you informed about your accounts. When we discover that your circumstances have changed, or that shifting global markets require a different approach, we share our recommendations for the appropriate adjustments.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 203.878.4598.