1. We are paid to serve - not sell.
Unlike 95% of today's financial advisors, we believe a fee-paid fiduciary advisor should be completely immune to the lure of commissions and marketing incentives. So, while they are out looking for their next sale, we remain focused on achieving your financial goals, protecting you from deceptive sales tactics, minimizing your investment risks, and eliminating unnecessary taxes and hidden expenses.
2. Concierge, Care & Confidence.
Beyond all the financial regulations & legal requirements are things we do because we actually care. We believe you should never have to sit around in a waiting room, navigate an automated phone directory or wait endlessly on hold for our attention. We care about the wellbeing of our senior citizens and maintain CPR/AED/First Aid Certifications to provide a safe office environment for visiting clients. We value your financial privacy and protect your confidential information with physical security, electronic and digital safeguards, and a full-time Certified cybersecurity officer.
3. Stay secure, in control & fully informed.
Your funds remain in your own accounts and under your full control. All investment decision-making is governed by your written policies, and a clear picture of everything you own is available 24/7 with constantly updated account values on your Personal Financial Website.
4. No Wall Street profit agenda in your financial plan.
FirsTrust is completely independent of any bank or brokerage and free from their conflicting loyalties, limited investment choices and sales mandates. Our advisors have the knowledge, expertise and the freedom to evaluate, compare and acquire competitive investments from all across the globe on behalf of our clients.
5. Expert guidance from actual financial experts.
FirsTrust is not a place where rookies go to "cut their teeth" with other people's money. Each advisor on our Financial Team has at least one college degree, many years of professional experience, expert credentials / certifications, and completes an average of 30 credit hours of continuing education every year.
6. Plan to achieve what you want - when you want it.
Some people invest for maximum growth and retire if/when they can afford to. Our clients have a customized retirement plan to retire when they want to.
Some people just invest for maximum income and live whatever lifestyle they can afford to. Our clients have a tax efficient investment plan to live the lifestyle they want to.
7. Never search fine print for full disclosure.
Any firm that needs to bury their expensive conflicts of interest in a hundred pages of fine print has too much to hide; especially when the majority of those conflicts could otherwise be eliminated.
There is simply no reason for you to pay more or settle for less!
FirsTrust subscribes to a Best Practices Code of Conduct and participates in educational events across the country to help investors, as well as industry regulators and congressional legislators, understand that they should expect more from a TRUE fiduciary advisor. Let's start the conversation, and you'll discover the many benefits of partnering with an experienced, unbiased, Fee-Only Advisor at FirsTrust.