I work with the medical professional / small business owner in implementing wealth planning strategies, and in seeking to preserve and protect wealth. I also work with people from all walks of life. My firm’s website is www.firstfinancialgroup.com
there you can get an idea of what we do. The other website that I would like to direct you to is www.livingbalancesheet.com
The Living Balance Sheet® (LBS) is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results, which provides:
Clarity in the planning process
Four interdependent financial domains of Protection, Assets, Liabilities and Cash Flow
A personal secure web site
Account aggregation with over 6,000 financial institutions
Automated alerts and alarms
Secure online Vault to store copies of important personal documents, audio, and videos directly by the client or by electronic feeds from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.
In addition, in terms of strategic investment planning; we do a thorough analysis of our client’s portfolio. We review asset classes; portfolio diversification; and measure risk and return factors and examine internal and external expense factors. I am also involvement with long term care planning and active in the Alzheimer’s Association.
I believe that the LBS platform and our protection first approach is what separate me from the typical financial planner. My view is a “30,000” foot view of a person’s financial landscape. My approach is holistic in nature. My goal when working with clients is to provide financial balance in their lives. Our approach is not product driven but strategy driven first. I am also heavily involvement with long term care planning and active in the Alzheimer’s Association.
So whether you are just starting your medical career; been working for any length of time or preparing for retirement; call or e-mail me for a free no obligation consultation.
About Allen Kampf, MBA, CLTC ®
Allen Kampf’s entrée to the financial planning industry began in 1994, as principal of Seigel Consulting Group. Allen’s firm designed and administered Qualified Retirement Plans, in addition to implementing Group Health Insurance, for small to medium-sized businesses in the tri-state area.
In 1997, Mr. Kampf sold his business in pursuit of establishing a career in Personal Financial Economics at First Financial Group. Specifically, Allen concentrates his energies in providing investment, insurance, retirement planning and extended care planning advice. Allen also concentrates on providing strategic economic and tax planning for individuals and business owners in Baltimore, Washington and Northern Virginia.
A native of Brooklyn, New York, Allen attended Kent State University under a swimming scholarship and graduated in 1972 with Bachelor of Science degrees in both Health Education and Physical Education. In 1977 Allen graduated Wagner College with a Masters degree in Business Administration.
Allen continues his passion for swimming completing the swim around Manhattan as well as the Chesapeake Bay swim. Additionally, he continues to participate in numerous triathlons as well as both bicycle and marathon events. Allen has passed on his athletic prowess to his children, both of whom participated in high school athletics. Seth attended The University of Miami on a track scholarship. Casey Rae currently attends the University of Tampa on a partial academic scholarship. She hopes to be a physical therapist.
Mr. Kampf has been married to his wife, Randi, a Baltimore native since 1981. Allen, Randi and their dog, Marley reside in Ellicott City, Maryland.
Allen is a member of the Baltimore Life Underwriters Association as well as the Society of Financial Services Professionals. Recently he became certified in Long Term Care (CLTC). Allen is an active member of the Alzheimer’s Association of Greater Maryland as well as an ‘Ambassador’ for the Alzheimer’s Association in Timonium. Additionally, Allen is the state coordinator for ElderCare Matters which is a consumer organization dedicated to families across America with access to experts in areas of eldercare. Allen is an active member of the AARP as well as the Society of Senior Advisors and the Baltimore Estate Planning Council. Additionally, he is a member of the American Association for Long Term Care Insurance and the American Geriatrics Society.