1. You'll avoid financial gimmicks and sales pitches.
FirsTrust's Fee-Only advisors are paid to guide your family toward achieving your financial objectives while protecting you from deceptive sales tactics, unnecessary expenses, and Wall Street marketing tricks.
2. You'll be in control and fully informed.
All your accounts remain under your authority, all investment decision-making is governed by your written policies, and a clear picture of everything you own is available 24/7 with real-time account values on your Personal Financial Website.
3. Your financial plan will never accommodate a corporate profit agenda.
FirsTrust is completely independent of any bank or brokerage, with no obligation to promote certain investments. Our advisors are free to evaluate, compare and acquire competitive investments from all across the globe on behalf of our clients.
4. You’ll receive expertise from actual experts.
Each professional advisor on our Financial Team has expert credentials and many years of practical experience.
5. You’ll never be just another customer.
We don’t have thousands of customers navigating automated phone trees and endlessly sitting on hold. We seek to create long-term client relationships by providing world-class expertise and service, even if you don't come from world class wealth.
6. You’ll have a customized plan to achieve what you want - when you want it.
No one-size-fits-all. No rule-of-thumb. No cookie-cutter model portfolio. FirsTrust provides thoughtful customization in everything we do from custom-tailoring your financial plan, to constructing your investment portfolio, and codifying your estate legacy.
7. You’ll never have to search fine print for full disclosure.
At FirsTrust, we go beyond the industry's fiduciary duty to disclose conflicts of interest - we'd rather eliminate them.
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.