First Coast Financial Group, Inc. was created in 2004 with one guiding principle — our clients’ needs. We created an entity where we had the ability to represent our clients in the insurance and investment world, rather than represent a particular carrier or investment product to our clients.
Our planning process is the same for every client. We start by sitting down and learning about your current situation. We need to know where you are in order to help you get to where you want to go.
Once we have a good handle on your current financial status, we discuss your goals and objectives. Though many clients initially have trouble articulating these goals, our experienced professionals and advisors serve as helpful guides in identifying them.
Finally, we match products and services to your needs to develop a customized strategy that can help you achieve your objectives.
We are educators. We instruct you on your options so that you can make an informed decision.
Unlike many firms, we don’t charge an upfront fee for our services. There is no obligation.
Many people are reluctant to take that next step and call us. Don’t be! We offer a no-cost consultation, no pressure, no gimmicky sales pitches, just information that will arm you with options you need to know.