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EmpoweredInsurance
RISKS TO YOU AND YOUR DEPENDENTS
Premature Death
Disability
Outliving your assets
Long Term Care Costs
ESTATE MANAGEMENT AND TRANSFER
Trust Solutions
Tax Strategies
Estate Planning
Competitively shopped insurance and annuity products
from the industry’s top companies.
FFEC does not offer tax advice.
Security for those we care about.Are there people in your life who depend upon your success
for their future? Insuring your income is an important
component of financial planning and critical to protecting
your dependents. It is important to have a properly designed
insurance portfolio to prevent having a negative impact
on your ability to build wealth. Your First Financial Equity
Corporation advisor understands this balance and is focused
on your long term protection.
Protection for what you have built.Are the assets that you have built at risk from the cost of long
term care or is it possible that you will outlive your retirement
savings? Life insurance may be a great way to leave assets to
your heirs. The proper use of insurance-based products can
help provide the security you desire. Your First Financial Equity
Corporation advisor can coordinate these planning strategies
utilizing the top companies in the industry. We find the most
competitive products for your individual situation.
What are the risks to you and your family’s lifestyle?Your First Financial Equity Corporation advisor will customize your financial plan to
include your insurance needs and estate goals. We look for strategies and products
that can serve multiple purposes so that you can minimize insurance expenses
while getting the protection that you need.
When it comes to financial planning, we all want the same things.
Integrity.You deserve clear, honest and realistic communication with your advisor.
Our recommendations are personal. We have you and your family’s long
term goals in mind.
Expertise.When it comes to financial success, one size does not fit all. In partnership
with the top insurance providers in the industry, First Financial Equity
Corporation can deliver customized strategies and products for your
specific needs.
Coordination.People can find themselves with too many advisors, but it is critical to
coordinate your assets along with your insurance needs. First Financial
Equity Corporation will help you to manage your risks along with your
investment portfolio.
A process to build your future.It is imperative that you and your financial advisor have a clear understanding of
both your goals and risks. First Financial Equity Corporation has a proven record of
success with clients and businesses of all types using the process below.
t
When it comes to financial planning advice, it is important to have an advisor who can coordinate your needs.
1. Understand and set objectives
2. Determine strategy
3. Implement plan
4. Monitor changing needs and make adjustments
5. Regular client reviews
5-Step Process
1
2
3
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When you partner with First Financial Equity Corporation, you become
empowered to take control of your financial future. In partnership with
your advisor, you will receive objective, unbiased guidance backed by
industry-leading research and resources.
Our success is measured by the quality of relationship we establish with
you. We are committed to the highest levels of customer service and
personal attention. Through each interaction, we strive to make every
point of contact exceed your expectations.
Contact a local FFEC representative to empower yourself
to take control of your financial future.
First Financial Equity Corporation does not offer any tax advice. Securities and investment advisory services are offered through FFEC. First Financial Equity Corporation is a member of FINRA, SIPC.
Get to know FFEC
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Scottsdale - Headquarters(480) 951-0079 (Phone)(800) 687-3800 (Toll-Free)7373 N. Scottsdale Road, Suite D-120Scottsdale, AZ 85253
Dallas Office(214) 545-3300 (Phone)(866) 380-8332 (Toll-Free)Occidental Tower5005 LBJ Freeway, Suite 1410Dallas, TX 75244
Denver Tech Center Office(303) 643-5959 (Phone)(877) 591-5959 (Toll-Free)Terrace Tower5619 DTC Parkway, Suite 575Greenwood Village, CO 80111
Denver Downtown Office(720) 354-3854 (Phone)(888) 308-3332 (Toll-Free)1999 Broadway, Suite 550Denver, CO 80202
Billings Office(406) 294-2808 (Phone)(866) 637-8132 (Toll-Free)Transwestern Plaza II490 N. 31st Street, Suite 301Billings, MT 59101
Sun City Office(623) 972-3332 (Phone)(877) 404-3332 (Toll-Free)Crossroads Office Plaza12515 W. Bell Road, Suite 108 Surprise, AZ 85378
San Diego Office(858) 452-6455 (Phone)5230 Carroll Canyon Road, Suite 214San Diego, CA 92121
www.ffec.com v1-0514
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