How is YOUR advisor paid?

In 2 minutes and 19 seconds, this video will explain

how to make sure this never happens to you.

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We are an Independent, Fee-Only FinancialTeam

Independent

We believe FirsTrust clients receive deeper expertise, broader choices and a greater fiduciary loyalty at a lower overall cost than banks and brokerages.

Fee-Only

We believe our interests are mutually aligned because we are incentivized to achieve your financial objectives without unnecessary expenses, risks and taxes.

FinancialTeam

We believe the most consumer-friendly pricing method is to offer an a-la-carte menu of services, and determine the fee based upon the scope and complexity you want.

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Select your services, give us a call & let's get started.

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