Financial Education

Learn How to Take Control of Your Finances

We Provide Financial Education to Clients Across New Britain

Financial education gives you the tools to make informed decisions about your money. At Family First Financial, we help individuals and families in the New Britain area understand financial products and plan for the future.


With a trusted financial advisor by your side, you’ll feel more confident understanding Social Security benefits, navigating everyday banking, planning for retirement, and more.

Our one-on-one financial education sessions are designed to break things down clearly and simply. We’ll sit with you to talk through your current situation and future goals. We’ll also cover:

What You’ll Learn During Your Appointment


Opening checking and savings accounts


Understanding the basics of the stock market


Comparing 401(k) goals and options in depth


Understanding Social Security and retirement planning


We provide personalized guidance for individuals and families. Ready to understand your finances better? Schedule your appointment today.