2 B Company
Professional Financial Consultants
Invest provides 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs and goals.
- First Financial Consulting -
First Financial specializes in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life. We’re the best financial advisors for retirement because we provide exceptional personal service and maintain the highest professional and ethical standards.
Professional And Expert And Investment Company
We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams.
Our financial consultants don’t try to make one size fit all we take the time to learn about who you are, what you need, and whether we can help you with your retirement planning needs as a retirement financial advisor.
Successful retirement planning all starts with a friendly conversation.
Our service
The Benefits of Working with Our Financial Consulting Group
01
We Provide 100% Objective Advice 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.
02
We Look at the Whole Picture Our finance consultants work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.
03
We Give Advice Whenever You Need it As a fee-only financial advisor in Pasadena, 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.
04
There are times when you may be content with your current financial advisor, but just want a second opinion. Our compensation basis allows us to provide a much-needed second opinion honestly, and there will never be an incentive.
What Services do We Provide?
As part of our commitment to our clients’ ongoing success, our financial consultants offer a comprehensive approach to financial planning by providing the key services which help you plan for retirement, preserve your wealth, and provide a lasting legacy for your family.
Financial Planning
We believe that financial success begins with a solid financial plan. Our financial consulting approach always puts your needs and goals first.
Investment Management
Our financial consultants’ approach to investment management is built on three key concepts: objectivity, predictability, and accountability.
Fee-Only Financial Advice
When faced with important financial decisions that will affect your future, you need to know that the financial consulting you receive is in your best interests.
First Financial Consulting
WHAT WE DONE?
About Us
We offer 100% objective advice, free from any conflicts of interest.
Our Projects
We provide personalized comprehensive advice and service.
Invest
We provide predictability and accountability in everything we do.
Numbers
Our figures grow by the year
Assets
Clients
Rating
Fee-Only Financial Planner Services
01
- Objective -
Because we do not earn money from selling a product, we provide unbiased financial advice, free of any conflict of interest. We are also fiduciaries and thus are required to act .
02
- Interests -
We do not accept commissions. Our advice is our only “product”, so there is a direct financial incentive to work in your best interest and develop solutions that fit your specific needs.
03
- Solutions -
Our advisors focus on all the solutions available to actually help you because their compensation and reputation are dependent on results, not product sales.
04
- Advice -
Our sense of mission is determined by your needs, not by a product sales cycle. When you need advice, you get it; and you’re never stuck paying on-going commissions for a product.