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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

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

How Women Make it Happen

Women in financial services are some of the most progressive women in the world.

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

6 Steps to Rewire the Mind-Money Connection

People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Annuity Comparison

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

What Is My Current Net Worth?

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

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

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Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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