Just the facts...

 

 

 

 

Where are we located?

• Corporate office: Daytona Beach, Florida.
• Satellite offices: Orlando, Tampa, Boca Raton, Sarasota and The Villages.

Where are FirsTrust clients located?

• Most clients are in Florida; many are across the country; some have been international.

Where are the clients' accounts held?

• Don't just trust investment advisors not to "Madoff" with your money - just don't give it to them in the first place.
• 100% of FirsTrust clients hold their funds at a major financial institution (preferably a discount custodian like Charles Schwab).
• Clients may authorize us to make investments in their accounts according to a written Investment Policy Statement. 
• We can also help clients with their 401(k) plans and accounts that are held at other institutions. 

Who are we?

Most members of our FinancialTeam have worked together for 20+ years.

• We are Fee-only fiduciaries with absolutely no sales compensation.
• Former large-corporation advisors who would rather serve than sell. 
• FirsTrust originated in Central Florida in 1997.
  
• Advisor owned and operated. 
• SEC-registered financial advisors and investment managers.
• FinancialTeam Advisors have advanced financial certifications and 10 to 30+ years of experience.
• Advisors have undergraduate and master degrees in economics, finance, tax and law.
• Advisors complete an average of 30 credit hours of continuing education every year to remain fluent in their fields. 

• Who has FirsTrust advised?

• Affluent retirees.
• Those who aspire to become an affluent retiree.
• Full Family Office services are available for families of significant wealth.
• Consumers seeking trustworthy financial guidance.
• Retirees seeking a consistent, tax efficient income.
• Families seeking to achieve short, mid and long-term financial goals. 

 

Why do people choose FirsTrust?

• Deeper expertise, broader choices, and lower overall costs.
• No sales licenses like other “fiduciary” advisors.
• Independence from bank and brokerage conflicts of interest and profit agendas.
• Greater personal attention and customized financial solutions.
• Competitive fees based upon the scope and complexity of services.

 

 

 

 

What does FirsTrust do?

• Investing to achieve specific objectives by managing risks and reducing taxes and costs. (watch this 2-miute video)
• Comprehensive financial planning. (watch this 2-minute video)
• Retirement income planning for consistency and tax efficiency.
• Strategic tax planning.
• Trust & Estate planning.

 

 

 

 

When are FirsTrust’s recurring activities?

• Our corporate office is open Monday - Friday from 9-5, excluding holidays.
• Our clients can also usually reach us on weekends and holidays if necessary.
• Our advisors typically meet with clients for quarterly reviews.
• Our FinancialTeam collaborates every Monday morning about clients and activities.
• Service fees are payable quarterly, in advance.
• When can I request more information? Now.