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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814

 

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Professional Management Our Team Approach Understanding Your Goals Our Vision at First Financial Group

Helping Individuals

We help eliminate uncertainty so you may enjoy greater confidence in your financial future.

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Business Planning

We offer insight and solutions for owners and employees.

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Retirement Income Strategies

We design strategies that can help overcome the 8 greatest risks to a secure retirement.

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The Pathway to Confidence ProgramTM

Welcome, I am Sarah Cato, a financial professional in Bethesda, Maryland. Working with my advisors, I created The Pathway To Confidence Program™. This unique planning program helps you develop an integrated financial blueprint so that you may enjoy greater confidence about your future. It also helps you bridge The Confidence Gap™.

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Helpful Content

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Debt Stress

There’s a link between debt and stress.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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