Join Our Team

Company Culture

At Family First Firm, we pride ourselves on our inclusive and collaborative culture. Our team of over 50 employees works together to provide an unparalleled client experience to our clients, making a meaningful impact on their lives and legacy. We value those who take ownership, believe that everything is figureoutable, and consistently uphold the principles of doing the right thing. Join us and be a part of a firm that strives to make a difference in the lives of our clients, employees, and our community.

Our Mission

To provide peace of mind by creating financial security

Our Vision

To serve as a guiding light that provides education and creates financial security for everyone as they age

Own It<br>Everytime

Own It
Everytime

Do The<br>Right Thing

Do The
Right Thing

Continuously<br>Growing

Continuously
Growing

Everything is<br>Figureoutable

Everything is
Figureoutable

Make Quality Personal

Make Quality Personal

At Family First Firm, we take pride in the quality of our work and everything we do. This involves being fanatical about response time, communicating to be understood, paying attention to the details, going the extra mile, getting the facts, and overpreparing. These focus areas together allow us to best serve our clients and treat everyone as if they were our own family, ultimately driving overall performance.

Everything is Figureoutable

Everything is Figureoutable

At Family First Firm, we believe that no matter the challenge presented, our team will be able to figure out a solution. Together, there is nothing we cannot solve. We also accept that growth requires change and are committed to doing whatever it takes to drive excellence.

Do the Right Thing

Do the Right Thing

At Family First Firm, we strive to do the right thing, always, every time, even when no one is looking. Through this commitment of high ethical standards and unwavering integrity, we exercise radical candor and check our ego at the door, allowing us to prioritize our clients and make decisions that support and advance company goals.

Own It/Honor Commitments

Own It/Honor Commitments

At Family First Firm, we take our commitments seriously, ensuring they are honored, and communication is strong. This supports our efforts to deliver results, be clear on expectations, always ask why, and follow up on everything. In other words, whether we are working with clients or coworkers, we maintain an “own it” philosophy, driving accountability, clarity, and performance.

Create an Environment of Warmth and Friendliness

Create an Environment of Warmth and Friendliness

At Family First Firm, we like to think of ourselves as a fun firm that values creating an environment of warmth and friendliness. To foster this we are committed to assuming positive intent, celebrating success, and keeping it fun.

Make Quality Personal

At Family First Firm, we take pride in the quality of our work and everything we do. This involves being fanatical about response time, communicating to be understood, paying attention to the details, going the extra mile, getting the facts, and overpreparing. These focus areas together allow us to best serve our clients and treat everyone as if they were our own family, ultimately driving overall performance.

Everything is Figureoutable

At Family First Firm, we believe that no matter the challenge presented, our team will be able to figure out a solution. Together, there is nothing we cannot solve. We also accept that growth requires change and are committed to doing whatever it takes to drive excellence.

Do the Right Thing

At Family First Firm, we strive to do the right thing, always, every time, even when no one is looking. Through this commitment of high ethical standards and unwavering integrity, we exercise radical candor and check our ego at the door, allowing us to prioritize our clients and make decisions that support and advance company goals.

Own It/Honor Commitments

At Family First Firm, we take our commitments seriously, ensuring they are honored, and communication is strong. This supports our efforts to deliver results, be clear on expectations, always ask why, and follow up on everything. In other words, whether we are working with clients or coworkers, we maintain an “own it” philosophy, driving accountability, clarity, and performance.

Create an Environment of Warmth and Friendliness

At Family First Firm, we like to think of ourselves as a fun firm that values creating an environment of warmth and friendliness. To foster this we are committed to assuming positive intent, celebrating success, and keeping it fun.

Life at Family First Firm

Step into the beating heart of Family First Firm, where our passion for Elder Law fuels our daily momentum and turns deadlines into opportunities. Amid this lively rhythm, we don’t just navigate challenges—we find real joy in crafting solutions for our clients and their families, fostering a collaborative spirit that makes our workplace come alive. We prize clarity, open communication, and mentorship, ensuring every voice contributes to our shared vision. Continuous improvement and thoughtful refinement of our processes keep our operations thriving.

Amid the whirlwind of professionalism, we never lose sight of the human side. We put a spotlight on mental health and nurture an environment where growth isn’t just encouraged—it’s actively supported. Mistakes become learning opportunities, met with grace and accountability. Our vision extends beyond success; it’s about creating a dynamic, supportive workplace where each individual has space to evolve. And because we believe in balance, “work hard, play hard” is more than a motto—from Waffle Wednesdays to lively Game Nights, we celebrate both accomplishment and camaraderie. Join us on this vibrant journey where the professional and personal intertwine in a symphony of growth and purpose.

Family First Firm

Employee Highlights

Family First Firm

Employee Benefits

Generous PTO

Generous PTO

Enjoy 120 paid time-off hrs annually, promoting work-life balance and overall well-being.

11 Paid Holidays

11 Paid Holidays

Enjoy time off each year to rest, recharge, and return ready to take on new challenges.

401k with Matching

401k with Matching

After 90 days of employment, participate in our 401k program with employer matching.

Ongoing Training

Ongoing Training

Programs and resources are offered to enhance skills, knowledge, and career growth.

Medical Insurance

Medical Insurance

We are committed to offering insurance to our employees for life's unexpected complexities.

Parental Leave

Parental Leave

Paid time off for new fathers and mothers to care for and bond with a new child.

Estate Planning

Estate Planning

Access these services for free. We are committed to employee financial security.

Join Our Family

Join Our Family

We think you'll love working here. Take a look at the letter from our Founder below.

The Heirloom Journey – Estate Planning & Long-term Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

The Heirloom Journey – Estate Planning and Longterm Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

Planning with Purpose – Estate & Medicaid Planning Simplified

Join us for a helpful and engaging session where we’ll walk you through the most important steps in protecting your future and your family. This event will focus on key topics in estate planning and Medicaid strategies for long-term care—two critical areas that can significantly impact your quality of life, financial security, and peace of mind.

Whether you’re beginning the planning process or looking to update existing documents, you’ll gain valuable insights into how to safeguard your assets, qualify for important benefits, and ensure your wishes are honored for years to come. Our team will be here to guide you every step of the way, making complex topics easier to understand and apply.

Heirloom Journey Appointment

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Let's get you scheduled

Let's get you scheduled

By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.