Plans designed to meet your goals

Our process starts with getting to know you. We take what we learn and examine your various possibilities from every angle – your current financial situation, your expected retirement income and expenses, and all the wonderful things that will happen in between.

Get a tailored plan that finds the balance between your risk tolerance, current needs, and long term goals.

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Smiling woman reviewing documents with male colleague

Our approach to financial planning

We believe a solid financial plan is more than the sum of its parts. Our process includes:

  • A detailed discussion of your goals.
  • Assessing your overall financial situation and resources.
  • Analyzing expected retirement income and expenses.
  • Estimating how your portfolio might perform before and during retirement.
  • Evaluating and planning for other financial risks that you may encounter.
  • Exploring scenarios to refine and improve your overall financial plan.
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Focused on the future with an eye on today

Our skilled professionals, which include Certified Financial Planners™, sit down with you to capture your financial picture and build a roadmap to help you achieve your goals. We'll also run alternate scenarios to assess your likelihood of success and determine ways to optimize it.

Our portfolio of digital tools includes our comprehensive client portal. View your investment accounts, holdings, performance, and more in one easy-to-access location.

Yellow Cardinal personal services

From comprehensive portfolio construction to strategic quality emphasis and flexibility, our philosophy is your assurance of a worry-free retirement and maximized investment potential.

Investment solutions

Retirement

Trust administration

Estate planning

Brokerage services

Is private banking right for you?

Private banking at First Financial Bank is a comprehensive financial service. We offer a full suite of lending and cash management solutions, as well as personalized advice and support from a team of experienced professionals. In combination with Yellow Cardinal's financial advisory services, your private banker can partner on a holistic approach to financial management and wealth management.

Learn more about private banking

Financial planning articles

Learn tips of the trade for optimizing your financial plan, whether you're looking to maximize growth or approaching retirement.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.