FirstGen Planning Revenue

About FirstGen Planning

At FirstGen Planning, we are passionate about helping motivated Executives and Entrepreneurs to accomplish their financial objectives. Running businesses is hard work. Managing your personal finances shouldn't be your job after your job. So, we work hard to ensure that when you're done at the office, you don't have to stress about personal finances. Instead, you can focus on spending time with your family and/or living your life to the fullest. Our 3-step comprehensive process strives to have your personal financial plan consolidated and implemented in as little as 90 days. From there, our job is to oversee your personal financial picture like your own personal outsourced CFO. In addition to that, we believe in constant communication, routinely scheduled calls, and constant education on a variety of different topics. Given the time and care we put into working with our families, we cannot work with everyone that walks into our world. We only work with a maximum number of families and can only onboard so many at any given time. We limit these so that we can remain disciplined on the quality of our service we provide to our clients. It's kind of like being on a plan that only having a first class cabin. We want the experience and service you receive from our team to be "First Class". If you are interested in learning more, you can message us or call us at: 833-FGP-PLAN 833-(347)-(7526) Securities and advisory services offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Road, Davenport, IA 52807 (563) 326-2064. Member: FINRA/SIPC. FirstGen Planning and Ausdal Financial Partners are independently owned and operated.

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