FirstWave Financial
Description
Helping people we care about, create the life they dream about. Call to schedule a complimentary appointment: 321.773.7773 www.firstwavefinancial.com
You can experience two unique financial planning processes: The WealthCare Solution™, which was created for affluent, high net worth individuals, and The Retirement Plan Optimizer™, developed for their 401(k) plans.
FirstWave Financial, formerly CPA Wealth Management Services, was founded by Thomas L. Kirk, CPA-PFS as an affiliate firm of Hoyman Dobson, CPAs in 1995. Today FirstWave Financial is an independent company providing our clients with fully integrated financial services.
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Happy and safe Memorial Day weekend to all!
9th Annual Raj S Shah Memorial Blood Drive
Come by and make a difference !
Context is the Key | FirstWave Financial
There are hundreds of different financial strategies and almost all of them have an appropriate application, but only in the right context. #financialstrategy http://bit.ly/2q55xq1
Is there a new Mom in your life? | FirstWave Financial
Are you a new mom? Be sure to check out these financial planning tips as you begin the journey of parenthood. #HappyMothersDay #prepare #saving http://bit.ly/2reUZpr
Student Loans: Will the Public Service Loan Forgiveness Program Survive
The cost of education is a frequent topic of conversation for families and financial advisors. Visit our blog to learn about student loan uncertainty and the Public Service Loan Forgiveness (PSLF) program: http://bit.ly/2pWN5DQ
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Proud to support the 12th Annual Genesis House Golf Tournament!
Connecting Money Multipliers | FirstWave Financial
Tom Kirk connects three powerful money multiplying principles in his newest post on our blog: http://bit.ly/2ooDLZJ
Listening to Tom Kirk speak to the Space Coast HR Conference 2017 attendees about The Brighter Future 401k book he co-authored with Robert DeVries. #SCHR17
FirstWave at SHRM 2017! Robert DeVries
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It has been said there are two kinds of people: those who set goals for themselves and those who do not. While setting goals is certainly a good first step to creating the future you desire, accomplishing them is how you turn an idea into your reality. Learn more from Tom Kirk in his latest blog post "Wishes Can Come True – If You Make Them Actionable": http://bit.ly/2oDUGpT
Now Where Did I Put That? | FirstWave Financial
Have you ever been sure that you put an important document, bill, or letter somewhere “safe,” but you just can’t remember exactly which safe place that was? We recently came across a simple form that could reduce time spent searching through files and desk drawers later. Visit our blog to find out how you can organize now to save time and worry later: http://bit.ly/2p1Lx7P
A Look at the Costs of College | FirstWave Financial
How can you prepare for the costs of college? Take a look at the costs of a college education in our latest blog post: http://bit.ly/2nTr1J1