Mt. Clemens, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
First Financial Coaching, Inc.
Team
Firm-wide stats for First Financial Coaching, Inc.
Clients per advisor
107 Very HighAvg AUM per client
$438,316 Very LowHNW client ratio
12% Very LowAbout
First Financial Coaching serves individuals, families, business owners and corporate clients, offering non-discretionary investment advisory and retirement plan consulting alongside financial education and financial analysis services. The firm commonly provides these services on a non-wrap basis and, when discretionary management is needed, arranges a co-advisory relationship with an independent manager, Matson Money, rather than managing assets directly.
FFC’s client relationships emphasize advisory oversight and client approval for transactions: the firm generally requires client consent for trades and continues to monitor asset allocation and account performance on an ongoing basis. Financial analysis and education work is offered on an hourly or fixed-fee basis instead of a packaged financial planning engagement, and cash positions are explicitly treated as an asset class in portfolio considerations.
Compared with many multi-team peers, FFC is notable for not operating primarily as a direct, in-house percentage-of-AUM portfolio manager for individual clients; compensation for discretionary management typically flows through its third‑party co-advisor with FFC receiving a portion of that revenue, and some services are billed outside the AUM model. The firm also documents formal policies on the use of artificial intelligence tools and discloses ancillary business activities (including licensed insurance sales), which bear on how advice is delivered and potential conflicts are managed.
Based on First Financial Coaching, Inc.
Location
144 South Main St.
Mt. Clemens MI 48043
Advisors at this office
3
Advisors at this office
Jeffrey F
CFP®, Series 63
Mt. Clemens, MI
First Financial Coaching, Inc.
Jeffrey Furest is a CFP® professional with over 41 years of experience in the financial industry. He has been with First Financial Coaching, Inc. since 2009 and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advisory services, he is involved in life and disability insurance sales through an insurance agency where he serves as vice president. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm offers non-discretionary investment advice and collaborates with a third-party asset manager for discretionary portfolio management, emphasizing financial education and written analysis as part of its service offering.
Michael S
Series 63, Series 65
Mt. Clemens, MI
First Financial Coaching, Inc.
Michael Sarcheck is a financial advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Financial Coaching since 2010 and also works with First Financial Services of Michigan. Outside of advising, he is active as a licensed life insurance agent and is involved in managing a real estate rental business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often working with a third-party asset manager for discretionary portfolio management while emphasizing investment education and client workshops.
Jonathan F
Series 65
Mt. Clemens, MI
First Financial Coaching, Inc.
Jonathan Furest is a Series 65 licensed advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, where he has worked for 10 years. He is also involved with Furest Furest Services, Inc. Since 2014, Furest serves on the board of the Central Macomb Optimist Foundation and participates in the NextGen Macomb networking group. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory and retirement plan consulting, financial education, and analysis services. The firm operates primarily through co-advisory relationships for discretionary management and emphasizes client approval for transactions and ongoing portfolio oversight.
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