Help with Life’s Big Financial Decisions

Your financial picture changes all the time. Firehouse Financial provides guidance that adapts as your needs change and strives to stay one step ahead. Financial planning isn’t just for retirement, it’s for life at every stage. It's about what you want to do with your money and why. Let our team make it easier for you to safeguard your financial future.

getting married

Getting Married

Shared finances come with shared goals. Our advisors will help you build a solid foundation for long-term goals and work to make short-term goals happen—like saving up for a home down payment.

Welcoming a child

Welcoming a Child

Giving your child the advantages of a well-funded education starts early. You have several tax-smart options to save for college or other educational expenses. We’ll help you find the right one for you.

Future investing

Investing for Your Future

Grow your portfolio. Put your savings to work in accounts with higher earning potential. If you’re not ready to make your own investment decisions, we’ll help guide you.

Planning for Retirement

Planning for Retirement

Retire in style. It’s never too early to save for a financially secure future. Retirement planning is one of the cornerstones of a strong financial plan and we offer tax-smart ways to do it.

Starting a business

Starting a Business

You will have many decisions to make as a new business owner, let us assist you with the financial ones. We can help you select and set up a 401(k) or IRA plan that works for you.

Inheriting Money

Inheriting Money

Inheriting money or property can leave you with more questions than answers about what to do. We can provide practical advice on how to manage your windfall money and minimize your tax burden.


Get Started with a No-Cost Review

We will review your current financials and provide a personalized plan using MoneyGuidePro® at no cost, a $2,250 value.† MoneyGuidePro®* simplifies the planning process for any long-term goal and shows you the way to a most financially secure future.

 

5 Easy Steps to Securing Your Future

  1. Complete your financial plan profile prior to your first meeting.
  2. Review your profile and talk about your investment goals with your advisor.
  3. Schedule a follow-up meeting to review recommendations.
  4. Put the recommendations you and your advisor agree to in place.
  5. Create a review schedule to stay on track with your goals.

financial planning

Schedule a Meeting

  • The First name field is a required field
  • The Last name field is a required field
  • The Email field is a required field
  • The Phone number field is a required field
  • Enter a phone number in format 999-999-9999
    • The How May We Help You? field is a required field
      • The field is a required field

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

      Not Insured by NCUA or Any Other Government Agency
      Not Credit Union Guaranteed
      Not Credit Union Deposits or Obligations
      May Lose Value


      Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

      Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

      The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

      * © MoneyGuide, Inc. Reproduced with Permission. All rights reserved.

      † Typical comprehensive financial plans are between $1,500 to $3,000. Source: Investopedia