Meet with First Coast Financial Group

Get started in 3 easy steps:

Our first meeting is an open interview process. We get to know you, and you get to know us. We want to review your current situation as well as learn about your goals and objectives. This meeting typically lasts about an hour.

About a week after the first meeting, we will meet again to discuss our analysis of your current plan. We will have reviewed all 12 areas of your planning and prepared a customized “Retirement Report Card” designed to quickly tell you where you are strong and what areas you might need to work on. Our review includes your portfolio, wills and trusts, tax situation and nine other areas of retirement planning.

We provide you a custom strategy designed to help you reach your unique retirement goals.