Financial Services

Schedule a Meeting With Anthony Leonetti or Call 484-443-4333

First Financial Guarantee is here to help you manage your finances so you can pursue your ultimate goals.

Financial Planning

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

Insurance Services

Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

Retirement Planning

At First Financial Guarantee we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

  1. What do you visualize yourself doing on your journey through your golden years?
  2. How are you going to position your life savings to provide funding for your vision?
  3. How can we position those assets in a way that provides you confidence and peace of mind?
  4. What are you going to do when and if the unexpected happens?
  5. What will happen to your assets when it’s time for you to pass on.

A strategy based on your goals:

Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

Vision

Assessment

Strategy

Action

Ongoing Relationship

We offer services in these three areas:

GROW

Prepare for retirement by putting your hard-earned assets to work.

HOW?

403B / 457 Not for Profit Set Up
Annuities
Asset Protection
Auto Insurance
Business Insurance
Charitable Giving
College Funding
Disability Insurance
Estate Planning
Fixed Indexed Annuities

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

HOW?

Guaranteed Income
Home Insurance
Homeowners Insurance
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Lifetime Income Planning
Life Insurance
Long Term Care Insurance
Medicare Supplemental Insurance
Motorcycle Insurance

GIVE

Provide for the people and causes you care about the most.

HOW?

Recreational Insurance
Renters Insurance
Retirement Income Planning
Social Security
Tax Advisory
Tax Planning
Tax Minimization Planning
Umbrella Insurance
Veterans Benefits
Wills, Trusts, Estates

Regular Review

Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it The First Financial Guarantee way.

Financial Services

Insurance Services

Educational Blogs

Insurance Services

First Financial Guarantee

The place to build your future is right down the road.

Media, Pennsylvania

 853 North Providence Rd.
Media, PA 19063

 Contact Us: (484) 443-4333
 Fax: (610) 627-9750
   anthony@leonettiagency.com