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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.
Select your services, give us a call & let's get started.
1-800-585-9888
Daytona Beach Orlando Tampa Sarasota West Palm Boca Raton