1. You'll avoid financial gimmicks and sales pitches.
FirsTrust's experienced, Fee-Only advisors are paid to guide your family toward your financial objectives while protecting you from deceptive sales tactics, unnecessary expenses, investment schemes and "recommendations" that are motivated by production quotas, transaction fees, commissions, promotional incentives or those all-expense-paid "conferences" in Vegas.
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.
Unlike banks and brokerages, FirsTrust is completely independent with no obligation to promote investments that benefit a Wall Street employer. 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 FinancialTeam has expert credentials and many years of practical experience.
5. You’ll never be just another customer.
We don’t want thousands of customers navigating an automated phone tree and endlessly sitting on hold. We want to create long-term client relationships with concierge-level service, and deliver consistent value by analyzing taxes, eliminating expenses and effectively managing your risk exposures.
6. You’ll have a customized plan to achieve what you want - when you want it.
No one-size-fits-all solution. No robotic rule-of-thumb. No cookie-cutter model portfolio. No template estate plan. FirsTrust provides thoughtful customization in everything we do from choosing your FinancialTeam specialists to custom-tailoring your financial plan, constructing your investment portfolio, codifying your legacy and collaborating regularly.
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.