Firm Foundations Financial Group (FFFG) is an independent Pittsburgh-based financial advisory firm offering advisory services through Creative Financial Designs, Inc., a Registered Investment Adviser (RIA). We offer comprehensive financial planning services tailored to every stage of life. With 46 years of experience collectively, we have helped hundreds of clients navigate the complexities of personal finance, providing clarity and confidence in their financial futures.
As fiduciaries, we are dedicated to serving our clients’ best financial interests by creating comprehensive financial plans. Our planning process typically includes things such as Investment Planning, Tax Planning, Retirement Savings and Income Planning, Risk Management and Insurance Planning, Estate Planning, and Education Planning.
As a Christian-based firm, we integrate Biblical wisdom into everything that we do. Our approach is grounded in both solid Biblical principles and highly competitive, return-focused investment analysis. We offer both traditional and Biblically Responsible Investing (BRI) strategies through our RIA’s Investment Management Team, recognizing that clients deserve the option of how best to invest their monies. These strategies are actively managed and monitored by some of the industry’s finest analysts.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. FFFG is not affiliated with CFD companies.
Licenses and Certifications:
Held by Scott Lucas, Managing Partner, Wealth Advisor:
Certified Kingdom Advisor®; CERTIFIED FINANCIAL PLANNER™ (CFP®)
Held by David Simeone, Managing Partner, Wealth Advisor:
Certified Retirement Counselor (CRC®); Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities; Registered Financial Consultant (RFC®)
Company Details
- Employees
- 5
- Founded
- -
- Address
- 201 Penn Center Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Services, Wealth Management, Retirement Planning, Tax Planning, Estate Planning, Cash Flow Planning, Social Security Claiming Strategies, Medicare Planning, Education and College Planning, Annuity Strategies, Long-Term Care Insurance, Life Insurance.
- HQ
- Pittsburgh, Pennsylvania
Firm Foundations Financial Group Questions
Firm Foundations Financial Group's website is https://firmfoundationsgroup.com/
Firm Foundations Financial Group's LinkedIn profile is https://www.linkedin.com/company/firm-foundations-financial-group
Firm Foundations Financial Group has
5 employees.
View email and phone details for 5
employees at Firm Foundations Financial Group.
Firm Foundations Financial Group's industry is
Financial Services
Firm Foundations Financial Group's top competitors are
Duncan Financial Group,
J Cubed Financial Advisory Group, Inc,
The Equity Advisor Group,
Fort Washington Investment Advisors, Inc.,
Touchstone Capital,
T&b Planning, Inc.,
Touchstone Investments,
Heritage Wealth Management Group, Llc..
Firm Foundations Financial Group's categories are Financial Services
Firm Foundations Financial Group's founding year is 2024
