Our Company Living Balance Sheet

As a financial representative you may ask yourself these questions: “What can I do to set myself apart from my industry peers? How can I provide an unparalleled level of service to my clients? How can I implement more effective financial strategies? How can I have working knowledge of my clients’ entire financial plan?” The Living Balance Sheet just may be the answer.

A new and exclusive client servicing system, The Living Balance Sheet can help you position yourself as the primary financial representative. The electronic file organizer provides representatives and clients with tangible benefits.

The Living Balance Sheet will transform the way you do business. Not only will it help you acquire and retain more quality clients, but it will differentiate you from the competition. One of the key features is that it provides a unique, integrated view of a client’s insurance and financial information pertaining to four critical interdependent financial domains – protection, assets, liability and cash flow.

The Living Balance Sheet provides:

• personal client and representative web sites
• account aggregation with over 2,600 financial institutions
• a secure electronic vault for clients to store important copies of personal documents, legal papers, videos and photographs
• a securities watch list to review price fluctuations of securities throughout the day
• alerts and alarms that automatically notify the representatives when there are significant changes to a client’s portfolio.
  

If you are interested in more information about The Living Balance Sheet you may visit http://www.livingbalancesheet.com/client/Firstfingrp_Web/Clients_webHi.htm. There you will find contact information, Frequently Asked Questions and an representative-oriented video that explains the features of this new and exciting system.

First Financial Group. 401 Washington Ave. 6th Floor. Baltimore, MD 21204. Tel: 410.828.5400

Securities products and services through Park Avenue Securities LLC (PAS) 401 Washington Avenue 6th Floor, Baltimore, MD 21204 (410) 828-5400. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY.  First Financial Group is not an affiliate or subsidiary of PAS or Guardian.   We have registered representatives securities licensed in all states. The financial representatives of First Financial Group are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Sharon Klipner at 410-828-5400, extension 4125.

PAS is a member FINRA/SIPC.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.