The future is well. Your health and wealth.

You probably know when your last health checkup was, but when was your last wealth checkup? We can help with that.

We understand your financial opportunities and challenges. FirstWave Financial has years of experience helping corporate executives just like you balance the unique complexities you may be facing. With your busy schedule, we know that often your own financial decisions come last.

As an example – Meet William, a corporate executive at HealthFirst. He is too exhausted when he gets home from work or a business trip to give much thought to how much he and his wife want to live on when they retire.  Understanding and balancing the complexities of his compensation package can be challenging. Regular take home pay, bonuses, tax deferred compensation through the traditional retirement plan and future tax-free income and life insurance benefits each contribute to his financial future but must all be coordinated to optimize their benefits. William makes the best current decisions he can but is not sure how this will all work out to create the financial future he desires.

There is a solution. A WealthCoach™ at FirstWave Financial™ could help William with…