Our Qualifications
Family First Financial Advisors is owned and operated by
Douglas R. Hallett, Jr. who began his practice in 1978. Doug
earned a Bachelors degree from Westmar College(Iowa),a Masters
degree from Xavier University and received his Chartered Life
Underwriter designation from the American College. His 24
years of experience in the complicated and technical arena
of financial planning and insurance planning enables him to
evaluate each of his client`s needs and desires and formulate
strategies to achieve their financial objectives. Testimony
to his outstanding abilities, he is a life and qualifying
member of the Million Dollar Round Table, recognized internationally
as the standard of excellence in life insurance sales and
service. He also is a recipient of the National Quality Award
and the National Sales Achievement Award.
*TESTIMONIALS
“Doug
is a person of high integrity who I have known for many years.
He is highly skilled in providing comprehensive financial
planning for long-term security. He has become helpful to
our family in this regard.”
Lou
Gatto
Metallurgical
Engineer
Cincinnati,
OH
“Doug
has been helpful in causing us to see the need for increased
saving and business succession planning. I sincerely appreciate
his professionalism and follow-up to our needs. Thanks.”
Greg
Keairns, Vice President & Owner
Wholesale
Carpeting & Vinyl Flooring, Inc.
Cincinnati,
OH
“Doug
has been a friend with whom I have done business for nearly
twenty years. In that time, I have seen his knowledge grow
and his business expand. I have confidence in him and in his
products.”
Paul
Mattingly, Partner
Dinsmore
& Shohl
Cincinnati,
OH
“I
have been acquainted with Doug Hallett since August 2002.
I don’t consider myself a “client” of Doug’s because he treats
me as more of a friend than a business opportunity. I have
had dealings with a large national mutual fund firm since
the early 1980’s and since that time I have been “assigned”
three different advisors. Even though the firm had many other
funds in which I could choose, they were all associated with
one company. I had no chance to explore other products outside
their firm’s offerings. When I met with my other advisor,
I got the hard sell and felt he was more interested in peddling
more products even if it was not in my best interest.
Doug
showed me how I can make the bank’s money work for me instead
of my money working for the bank. It has helped to supplement
my son’s college fund and has worked quite well. This is something
my other advisor never addressed in such detail. Doug evaluated
my family’s current and future needs. He was able to select
from numerous funds and put together a well-rounded plan that
met with out specific goals. Doug took the time to explain
everything to us and after the initial meeting we were very
comfortable in trusting our financial future to him. For many
people the current financial atmosphere is very unsettling,
but I feel this is an excellent opportunity due to the low
interest rates and stock prices.
Through
Doug’s investment and insurance programs both my wife and
I feel good about our financial situation both current and
for the future. I hope to be an acquaintance of Doug’s for
the foreseeable future.”
Paul
and Mary Beth Feie
Surveyor
and Physical Therapist
Woolpert/Cincinnati
Physical Therapy
Cincinnati,
OH
“Doug
has been a lifesaver! We now have a plan and feel so much
more comfortable and confident about our financial
future!”
Chris
and Lisa Schoenberger-Owner
Schoenberger
Marble and Tile Company
Cincinnati,
OH
“I
would trust Doug in any matter of insurance and financial
planning. He has been of immense value to my family.”
Lester
Tacy, School Administrator
Northwest
Local Schools
Colerain
Township,
OH
“Doug
has done a great job for us planning our retirement. We would
be in bad shape now if we hadn’t taken his advice and invested
wisely.”
Bob
and Grace Creager, Retired
Edgewood,
KY
“We
trust Doug Hallett implicitly. He shows genuine concern for
us as individuals and keeps close tabs on the progress of
our retirement plans. He knows his business and keeps our
welfare at the forefront of his dealings with us.”
Karen
and Bill Bretz, Teachers
Norwood
City Schools
Cincinnati,
OH
“I
have done business with Doug Hallett for ten years and value
the life insurance and financial planning advice he has provided
our family. His knowledge of products and his responsiveness
and follow-up over the years are hard to beat.”
Daniel
P. Utt, Partner
Katz,
Teller, Brant, & Hild
Cincinnati,
OH
*Please
note that these testimonials do not pertain to Doug Hallett's
Investment Advisory (fee-based) business.
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