Financial Planning Wall

Family Focus Financial Group

Financial Planning Wall
Call us for info on our Second Opinion Service!

Address
3350 State Route 138
 
Building 1, Suite 111
Place
Wall, NJ   07719 
Landline
(732) 364-5462
E-Mail
info@FFFGonline.com
Twitter
@FFFGLLC
Facebook
FFFGLLC
Video
www.youtube.com
Website
www.fffgonline.com

Description

Family Focus Financial Group, is an independent financial services firm located in Wall, New Jersey. We are a family run business that works hard for our clients. Our mission is to provide intelligent solutions for our clients so they have confidence and security in knowing their strategies are consistent with their objectives and family values, and to change the way our clients measure success in their financial affairs. As Independent Advisors, we can focus on the best scenerio for you and your family. Our Fiduciary responsibility will ALWAYS put your needs before your own. We believe understanding and knowing you is the best way we can truly serve you. Intelligent and effective solutions are formed when we can collaborate with you to tailor a financial plan which addresses the uniqueness of your specific needs. We will fully disclose, when services are provided, how we are compensated. The type of planning recommended and implemented will determine our fees, with your permission and acknowledgement in advance.

Reviews

This listing was not reviewed yet:

Opening hours

Payment Options

Invoice

Bios

  • Kathleen Nolan

    President

    As President and Owner of Family Focus Financial Group, Kathleen A. Nolan, is committed to listening first, then guiding her clients in a collaborative effort to achieve stability, managed growth, independence and a financial plan that matches important family values. A long time veteran of the financial industry since 1975, Kathy’s career has spanned many areas of finance including Institutional Trading, Registered Options Principal, Retail Broker, as well as licensed Life and Health Insurance agent. She has held a Series 4, Series 6, Series 7, Series 63 and a LUTCF insurance designation. Today, Kathy maintains her insurance practice and the fiduciary standard of Investment Advisor representative, a series 65 licensed registration, with Global Financial Private Capital, an SEC Registered Investment Advisory firm. Kathleen Nolan adheres to a strict fiduciary standard in her role as a Relationship Director for Clients of Global Financial Private Capital in her care. She recognizes that in today’s investment world, a team approach is the best way to help people protect and grow their life savings and has the ultimate respect for the years of hard work it takes to acquire one’s wealth. Kathy’s holistic approach also encourages partnering with other professionals such as Attorney’s and CPA’s in coordinating the best solutions to Estate and Tax planning issues. Kathy is especially passionate about empowering women to become engaged in their financial lives and has created the Savvy Women Series of classes and group discussions which has graduated over 100 women of all ages and positions. She is also actively involved in her community and on the Board of Directors and Fundraising Chair for CASA of Ocean County as well as a member of Soroptimist International – Jersey Shore, both 501c3 charitable organizations. When not serving her Clients, Kathy celebrates life with her husband of 37 years, two sons, two amazing grandchildren and several close friends. She is a published writer and enjoys travel, dancing and the beach. Contact Kathy at: Kathy@FFFGonline.com

    Link: Kathleen Nolan

  • Sean Nolan

    Vice President

    Sean serves as Chief Financial Officer and Vice President of Family Focus Financial Group. As a member of the executive management team, he is responsible for the company’s finances, operations, corporate policies and Family Focus Financial Group’s relationship with the community. Sean joined the world of small business ownership in 2007. A 2005 graduate of the Savannah College of Art and Design, Sean uses his creative skills and concept development to address business operations and financial management. Having Sean on board, provides Clients with another professional to assist with their financial needs – often lending an outlook with new ideas and concepts. As a young professional he is constantly seeking the knowledge needed to do business in an ethical and professional manner. Sean realizes that one financial professional cannot cover all the bases and that planning and growing a Client’s financial situation is a team effort. He is also a licensed Life Insurance agent in the state of New Jersey and believes it can be a key component in the financial planning process. Above all, honesty and integrity are firmly planted in his value system and “Do no harm” is something he lives by every day. Sean is also passionate about encouraging the younger generation of clients to start a systematic disciplined savings plan so that they have the time value of money compounding on their side. Contact Sean at: Sean@FFFGonline.com

    Link: Sean Nolan

  • Ashley Meyerhoff

    Executive Assistant, Director of Client Services

    Ashley is a key member of the Family Focus Financial Group team. In addition to her role as executive assistant, she is also responsible for maintaining our pledge for excellent client service. Ashley is a licensed life insurance agent in the state of New Jersey and is knowledgeable about many phases of the financial planning process. Ashley is very passionate about empowering women of all ages to become confident and knowledgeable about their own personal finances and has been instrumental in developing an educational program designed specifically for women. Contact Ashley at: Ashley@FFFGonline.com

    Link: Ashley Meyerhoff

Categories

Financial Planning
(732)364-5462 (732)-364-5462 +17323645462

Map 3350 State Route 138

Loading map...