We provide 100% objective retirement planning and investment consulting services, specifically tailored to your unique situation, needs and goals. We specialize in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life.
We provide exceptional personal service and maintain the highest professional and ethical standards. As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client's specific situation. We work to understand the totality of the client's situation and to develop a comprehensive plan which will actually help them accomplish their goals.
We provide exceptional personal service and maintain the highest professional and ethical standards. As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client's specific situation. We work to understand the totality of the client's situation and to develop a comprehensive plan which will actually help them accomplish their goals.
Services
Benefits of Fee-Only
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Fee-only financial planning means 100% objective advice. It's just that simple. When you're making important financial decisions, which will affect your future, you need to know that the advice you're receiving is free from any conflict of interest and is not being motivated by a sales commission. First Financial Consulting proudly stands behind our commitment to provide you objective advice, tailored specifically to your needs and goals.
Investment Management
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At First Financial Consulting, we believe we offer a truly unique approach to investment management in Pasadena. We understand that your money is extremely important to you. This is what you've saved and built up over the years. Ultimately, this money has to see you through retirement. This is a double-edged sword because your portfolio must be preserved, but it must also grow.
Financial Planning
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At First Financial Consulting, we believe that financial success begins with a solid financial plan. That may seem obvious, but too many "financial planners" don't put enough effort into developing a good plan. That's why we created our own unique financial planning process that puts the needs of our clients at the forefront of what we do.
Greg Welborn
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Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.
Scott Sommers
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Scott Sommers is a Principal with First Financial Consulting. He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, Scott remains committed to providing objective, non-biased advice for his clients.
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