Family First Financial Management Services LLC
David@FamilyFirstFinancial.BIZ
Speak Directly to Owner!
Trusted financial Consulting.
Federally Licensed.
CALL FOR A FREE CONSULTATION! 3164097617
- "Who We Are & What We Do"-
"Hello, and welcome to Family First Financial Management Services LLC. Family First Financial is not just a business, it is a family Legacy in the making that will be handed down through generations through asset allocation and retention, professional and expert reinvesting strategies, and family wealth building and Consulting. Our main goal is not to make a quick profit; our main goals are to create capital and equity to reinvest and multiply with asset retention. Family First Financials goal is to create financial stability and accelerated growth of personal equity (through wealth building) for the families that we serve.
Here at F.F.F. We do not see our customers as just a number or as just a dollar amount. Family First Financial really puts your family first by employing risk mitigation practices and data analytics to make sure you get the most secure, efficient, safest, and professional service available. We value our customers time and business. At Family First Financial we make sure our clients get the very best potential out of their Investments with the very best professional expert services. Our business is structured so that when our clients do better, our business does better. This makes an environment for a "all in" family teamwork atmosphere. Our integrity is UNBREAKABLE and our drive for our clients is UNSHAKABLE. Come see why our business is headed toward a trajectory of becoming the leading financial and wealth management golden standard in not only the United States but in the world. With low cost and expert service, we are positioned to accelerate your wealth and growth through Consulting, real-estate allocation, and financial wealth management Services."
- owner and CEO. David Summers
Your future, Your Wealth.
What makes us different?
Most financial companies are built around selling products. They sell insurance, mutual funds, or loans. We are different! Family First Financial Management Services LLC is a systems-based consulting firm. We do NOT sell financial products, (even though we could easily but we want to focus on helping build up families and businesses!) we build financial SYSTEMS!
We focus on:
-STRUCTURE instead of SALES
-EDUCATION instead of PRESSURE
-LONG TERM RELATIONSHIPS instead of one-time TRANSACTIONS.
Family First Financial we treat you as a PARTNER, not a transaction. When you decide to work with us, you are joining a financial team that is dedicated to YOUR success! Our goal is that when you look back in 5, 10, or 20 years from now, you clearly see that working with us was one of the best financial decisions your family ever made!
Call today for a free consultation!
David @ 1-316-409-7617
Our Mission
Family First Financial is dedicated to guiding families and individuals toward long-term financial success through customized strategies in cash flow, investments, real estate, and Asset retention. Our expert advice ensures informed decisions giving you peace of mind as you decide what to do with your hard earned money. At Family First Financial Our Clients are more than clients, you are FAMILY.
SERVICES
250 US dollars
100 US dollars
125 US dollars
125 US dollars
125 US dollars
150 US dollars
175 US dollars
125 US dollars
500 US dollars
Empower
Growth
Best Value
Soft Start Starter Plan
100
(Perfect for people new to finance or needing a plan) Start Getting your financial health in order. Let us help you with a 3 tier pro strategy session to start getting you on track!!
Valid for 12 months
One 3-strategy session for clients that includes:
#1.- Basic Budget + Cash flow planning
#2.- Financial Goal Planning
#3.- Credit-building road map
Best Value
Premium Growth Package
350
2 PRO sessions That include any 4 of your choice of:
Valid for 12 months
Real-Estate analysis (Rent-Cap Rate- DSCR-ROI-Ect)
Funding strategy (Credit Cards, Loans, Grants, Ect)
Business Credit timeline setup
Tax Deduction Roadmap
Savings and Compounding Plan
Step by Step Action plan delivered in PDF
(Or other requested financial service) *If applicable
Best Value
Master Wealth Building Package
750
High-End Full Strategic Build -Out Plan. This Plan includes the following services:
Valid for 12 months
4- Consulting sessions (Over 30-45 Days)
Real-Estate Investing plan or any Investment plan you choose
Business or Personal Funding & or Lending strategy
Customized business or personal credit building/maintaining
Market Analysis of investments or Assets
Tax Strategy + deduction optimization.
Personalized 12 month wealth plan
Ongoing text Support until all sessions are over
Best Value
Legacy Long-Term VIP Plan
500
Every month
(Monthly Retainer) Long-Term Wealth Building Services to Include:
Valid until canceled
1 Monthly Virtual Session
Lifetime Email Support
Lifetime Personal Phone Support
Dedicated Financial Planning
New Investment research
Personal and Business credit monitoring
Business and personal funding navigation
Annual Tax Planning & Filing
Priority Access
1-FREE service (Personal or Business service per Quarter)
Monthly Asset And investment statements
Choose your pricing plan
Find one that works for you
WHAT CLIENTS SAY
Don't just take our word for it—hear from our clients!
Jessica Kim has transformed her approach to investments thanks to Family First.
Jessica Kim
Sofia Alvarez credits Family First for their holistic planning and guidance.