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 Central Florida; many are across the country; some have been international.

Where are the clients' accounts held?

• Most clients hold their investments at TD Ameritrade or Charles Schwab and authorize us to manage the investments.
• 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 over 20 years.

• We are 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 credentials and 10 to 30+ years of experience.
• Advisors complete an average of 30 credit hours of continuing education every year to remain fluent in their fields.   
• Fee-only fiduciaries with absolutely no sales compensation.

• 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.