Management Team
The people of First Financial Group form ad hoc teams when a client will benefit from the advice of professionals with expertise in other disciplines. For example, our firm has an intense interest in developing advisors who are credibly enhanced by the Special Care Planner designation’s training.
The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. The certificate program is offered by The American College in Bryn Mawr, PA, exclusively for MassMutual financial professionals.
We have professionals who specialize in investments*, life insurance, disability income insurance, retirement, special needs, old age and other disciplines that are important to our society as our nation’s demographics and attitudes evolve and change. We are ready for today and prepared for tomorrow.
These are just some of the many professional accreditations held by our financial service professionals.
- CFP®- Certified Financial Planner™
- CLU - Chartered Life Underwriter
- ChFC - Chartered Financial Consultant
- MSFS - Master of Science in Financial Services
- CFBS - Certified Family Business Specialist
- AEP - Accredited Estate Planner
Additionally, everyone on our management team is a financial services professional, and most are duly qualified, active financial advisors*. Hands-on activity is the only way to keep our knowledge and skills at peak performance levels—for our clients and for ourselves. We are dedicated to meeting and exceeding professional standards for continuing education.
*Securities offered through MML Investors Services, Inc.