Our clients are affluent retirees and those who aspire to become one. Most of them are Florida individuals and families, professionals, business owners and Trustees.
Do you require a minimum account size?
No. Competence and integrity are critical for everyone while planning their finances, but often hard to find. So if you need honest financial guidance but aren't a millionaire, just give us a call and talk to Bill.
We don't have to. Unlike banks and brokerages, we don't have a platform of financial products to sell. So we can perform a completely independent evaluation of the financial offerings out there, compare them against each other, and objectively determine what's best for each client; whether it comes from a big-box brokerage on Wall Street or a small community bank in TimBuck2.
A FinancialTeam is our ensemble of expert investment managers, financial advisors, estate planners, tax and retirement specialists who collaborate to help our clients make wise financial decisions.
It's very hard to tell the difference now that the vast majority of today's fee-based Advisors have become "dual licensed" as commission-paid Brokers. Yes, Advisors have a fiduciary duty to serve your best interest; until they switch hats and become Brokers. At FirsTrust, we believe it isn't "advice" if it leads to a sales commission.
Your money is never at FirsTrust. You can avoid being the victim of a broker who "Madoff" with your money by never giving them your money in the first place. Maintain safety and retain control by holding your accounts at a major, discount brokerage (TD Ameritrade, Schwab, etc.) Then, you can authorize FirsTrust to manage the investments in your accounts without giving away full control or authority.
At FirsTrust, our "style" is taking the time to customize each client's investment portfolio around their specific goals and objectives.
Anyone who wants unbiased financial advice from a seasoned expert with no products to promote, no conflicting profit agendas, no corporate sales pressures or quotas - and a ton of high-tech resources.
Financial planning, investment management, taxes, retirement planning and trust & estate services are provided by expert specialists who collaborate as a FinancialTeam on comprehensive wealth management solutions for your family.
Routinely, often quarterly, and always at your convenience. For International clientele and those who prefer video conferencing, we frequently communicate via today's modern telecommunications.
We use complex data aggregation systems to retrieve information from your financial accounts, wherever they are held. The data is consolidated into a single platform that can generate dozens of analytical reports, and it provides you with a secure, real-time web dashboard to see all of your updated accounts and documents, 24/7.
Sure. In addition to client references, we can provide a list of CPAs and attorneys who are familiar with our services and willing to stake their own reputations on recommending our services.
A brief, initial conversation can help determine if we appear to be a good fit. If so, we can schedule an initial meeting to discuss your situation in further detail - at no cost.
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