Financial Planning

Put the expertise of tax, investment, insurance and financial professionals to work for you. From a fee-based financial planning firm, you can be sure you are getting unbiased professional advice rather than the disguised sales pitch you may find elsewhere. The financial planning services we offer range from planning and evaluation of a specific financial need to a full financial plan.

Retirement: Begin the planning process to achieve your financial security in retirement or evaluate the progress of your current retirement plan. Includes review of pension options, employer retirement plans, IRAs and social security.
Investment: Develop an investment plan to achieve your financial goals and/or evaluate your current investment portfolio.
Estate: Review or begin the estate planning process. Estate planning is essential in ensuring that your estate is properly and efficiently transferred to heirs while minimizing the effect of federal estate taxes.
Education: Prepare for your child's higher education costs.
Long-term Care: Protect your assets & family from the devastating costs of long term care.

Members of First Financial Federal Credit Union receive a free half-hour financial planning session. If you decide that a more in-depth approach is needed after the free half-hour, additional planning is available at a very affordable cost.

Financial Dimensions, Inc.
In The First Financial Building
1215 York Road
Lutherville, MD 21093
Phone: 410-321-6060, ext. 150
Toll free outside Baltimore metro area: 1-800-90-FFFCU
Fax: 410-321-4492
E-Mail Financial Dimensions