Family First Financial Planning

Our Commitment to You

At Family First Financial Planning, we believe financial planning shouldn't be shrouded in mystery or exorbitant fees. Our mission is to provide accessible and personalized financial guidance to everyday people in Florida and across the nation. We are committed to empowering you with knowledge, clarity, and actionable strategies to achieve your unique life goals.

Who We Are

Founded by experienced financial planners Peter Bobolia and Leslie E. Trowbridge, CFP, ChFC, Family First Financial Planning prides itself on its personalized and holistic approach to wealth management. Our team understands that every individual and family has different needs, goals, and circumstances. We take the time to understand your unique situation and develop a customized plan to address your specific aspirations.

Our Services

We offer a comprehensive suite of financial planning services, including:

• Retirement Planning: Secure your future with strategies for maximizing retirement accounts, planning for post-retirement income, and addressing longevity risks.
• Investment Review & Optimization: Enhance the performance of your investment portfolio through active review, diversification, and strategic adjustments.
• College Funding Planning: Find efficient ways to save and invest for your children's education expenses.
• Estate & Legacy Planning: Ensure your financial assets are protected and transferred according to your wishes with comprehensive estate planning documents.
• Insurance Review: Assess your current insurance coverage and identify potential gaps to protect your financial security.

Our Approach

We firmly believe in transparency and open communication. We offer:

• Transparent fee-for-service structure, eliminating hidden costs and conflicts of interest.
• Access to your financial plan and all relevant documents online through secure client portal.
• Regular review and reassessment of your plan to ensure it remains relevant as your life and goals evolve.

Why Choose Family First Financial Planning?

• Experience: Decades of expertise in navigating the complex financial landscape.
• Accessibility: No minimum investment requirements or net worth thresholds.
• Transparency: Open communication and clear fee structure.
• Client-centric: Your goals are our goals. We work with you to achieve what matters most.

Let's Work Together

At Family First Financial Planning, we are passionate about helping individuals and families achieve financial success and peace of mind. Contact us today for a complimentary consultation and discover how we can help you take control of your financial future.