It's YOUR Financial Future, so why blindly trust one recommendation?
We give you options, with analysis.
Historically, your financial products have been given to you like medicine from a doctor, and unless you have a good one, you don't know the details of why you're doing what you do.
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Times have changed. Let our technology compare results across hundreds of products and companies to ensure you're getting the best one, not just the best that's available to your cousins friend who's an FA with one company.
Our Mission
Our mission is to help people secure their financial future with guarantees instead of gambling.
We understand that our clients may not have all the answers, but we are committed to guiding them through the complexities of their financial future. Whether it's leveraging cash for liquidity during working years or providing a shield against market volatility in retirement, we strive to offer seamless solutions that ensure financial well-being. At Financial Future First, we're doing just that; putting YOUR financial future FIRST.
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In the realm of wealth protection, transparency means openly discussing the intricacies of financial instruments, ensuring our clients understand the benefits and potential risks. We are committed to breaking down complex financial concepts into understandable terms, empowering our clients to make informed decisions.
Our Goal
Historically, the marketplace for wealth protection instruments has been riddled with complex jargon, foggy lines, and "trust me, its the best". At Financial Future First, we are committed to reimagining how these instruments are selected & explained, making the process simple, transparent, and without worry.
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As pensions are phased out, and the social security system is overworked, the security of guaranteed lifetime income is more and more important. Yet, most people don't have a plan aside from hoping for the best with what's in their 401k's. Hope isn't, and shouldn't be your financial plan. We help people through the analysis phase before it reaches the paralysis phase.
One way we achieve this is by harnessing the power of Artificial Intelligence (AI). By leveraging advanced technology, we generate unbiased options that align with your specific financial objectives. This ensures that you receive personalized recommendations based on your individual needs and circumstances.
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We understand that every financial journey is unique, and our goal is to provide you with the knowledge and tools to make informed decisions. Whether it's safeguarding your existing assets or exploring tax-free wealth accumulation, Financial Future First is here to guide you every step of the way.
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Join us on a journey towards a secure financial future, where clarity, trust, and unbiased advice form the foundation of our partnership. Your financial goals are our priority, and we're here to help you achieve them with confidence.
The Financial Future First Promise
We promise to be transparent and honest with you. It's dumbfounding that even needs to be said, but in a financial landscape that is overrun with complicated terms, fancy pamphlets, and advisors with commission breath - We're here to stand apart and provide unbiased options with only you in mind.
WE PROMISE TO PROVIDE CLARITY
We promise to give you the important details, including expected income, benefits, fees, and hidden commissions.
WE PROMISE TO PUT YOUR FINANCIAL FUTURE FIRST
Your best interest is our best interest. No bonus or commission can change that.
WE PROMISE TO GIVE UNBIASED GUIDANCE
We can't help everyone, and we'll be the first ones to tell you. We're not here to invest for you, We provide guarantees.
WE PROMISE TO EXPLORE ALL OPTIONS
Our technology looks at the entire marketplace, not just one or two companies.
Still have questions? Ask us anything.
You can reach us at financialfuturefirst@gmail.com or message us directly by clicking the button below.
Licensed Professionals
Drew Jones
Founder/ Wealth Protection Specialist
Matthew Ruzicka
Founder/ Wealth Protection Specialist
The Steps
1
Discovery & Assessment
We need to thoroughly understand your financial situation, goals and concerns when it comes to your Financial Future. Gone are the days of sitting in your advisors office. All meetings are done virtually so you can focus on your life.
2
Strategy Development
Our software will compare products across 100's of different products and companies to find you the best fit for your goals.
3
Recommendation & Explaination
We will identify the top 3 options plans that you can compare side by side to weigh benefits across the best options.
Our Process
Our process at Financial Future First is simple and to the point. Historically, the most convoluted step of the process was finding a product that fits perfectly. Since we leverage technology, we are able to provide unbiased and fully tailored recommendations based on your financial goals.
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Simplified.
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As humans, our knowledge is limited to what we can retain. Most financial professionals find a product that may be great, but they haven't look at the details of 100's of comparable products. This is precisely the reason we use software to provide the facts and sift through thousands of data points.
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Annuities aren't a one-size-fits-all solution. Their intricacies can be confusing and costly if misguided. Yet, when employed correctly, annuities offer assured benefits crucial for realizing your ideal retirement lifestyle.
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We understand the challenges of annuity research. That's why our technology-driven method aims to streamline the annuity selection process. By simplifying the process, we empower you to make confident and informed decisions, ensuring that the chosen annuity aligns seamlessly with your financial goals.
Testimonials
Matt and Drew have done so much in helping my small business take the next step toward healthy self funded growth. I had been trying to find something that would cover all the bases of my personal/ business finance, and retirement but didn't know who to trust. They made the process super simple and easy to understand. I get to sleep easier at night knowing all I work for is protected and will continue to grow for many years to come.
- Westin M: Owner of Wes Side Kicks, Dayton OH
Matt & Drew have provided me with peace of mind throughout my time being a homeowner/single mother/business owner. The insurance gives me and my family the security we need. This stuff can be confusing but with Matt's help it's a breeze to understand and we couldn't be more grateful.
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- Rhonneika S: Owner of Daycare, Suffolk VA
The personalized approach they offer is unlike anything we've experienced before. They took the time to understand our unique situation, goals, and concerns. It's evident that they genuinely care about our financial well-being.
- Zack K: Owner of Mobile Bar, Denver CO