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 Fiduciaries

We believe your best interests are aligned with advisors who are only 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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