Financial Planning

Ability First Financial provides expert Financial Planning solutions for Business Owners, Business and Qualified Plans with a focus on Tax Mitigation and long-term asset growth.

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Securities

Custody, Clearing, and Investment  solutions for Individuals, Plans and Trusts

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Insurance

Risk Mitigation, Leveraged Insurance solutions, custom tailored for business owners and business in mind.

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Tax Mitigation

Tax mitigation strategies, premium financing, soloK, captive insurance plans and more tailored to your need with the assistance of your tax advisors and ours.

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Record Keeping

Qualified and non-Qualified Plan design and managment Including 401k, 403b Cash Balance, Deferred Compensation, ESOP

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Ability First Guarantee

At Ability First we pride ourselves on providing a unique approach to advance Financial Planning and Insurance strategies.

Ability First uses the concept of Ethotic Leadership and the Universal framework approach.   Learn more about our Fiduciary approach.

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Next Steps...

Are you working with a Fiduciary?  Did you know the average plan pays over 1% in hidden fees?     Would you like to save money on taxes?  Schedule a time to learn more about how the Ability First team can help you.