Just the facts...

 

 

 

 

 

 

 

 

 

 

 

 

 

What services do we provide?

Personal Financial Planning: 

• Comprehensive Financial Advice (retirement, tax, estate planning and investment advice; you manage the investments.)
• Dedicated, experienced, fiduciary financial advisor.
• Flat quarterly fee - no hidden charges.
• Personal Financial Website.  
• Quarterly progress reviews with your Advisor.

Private Wealth Management: 

• Personal Financial Planning (above).

     plus:

• Professional, tax-efficient management of your investment accounts (overseen by our Chief Investment Officer).

      Optional: 

• Strategic Tax Management service is also available.
• Advanced Trust & Estate service is also available. 

• Quarterly fee is based upon services chosen: as a percentage of assets, fixed percentage fee or flat fee. 
• Personal Financial Website.
• Quarterly progress reviews, consolidated performance reporting and tax management reporting.

Family Office FinancialTeam: 

• Comprehensive Financial Planner.
• Tax Planning Specialist.
• Advanced Trust & Estate Advisor.
• Chief Investment Officer.   
• Quarterly fee determined by scope of services requested.

What is the FirsTrust difference?

• Independence: Your choices should never be limited to a brokerage menu of pay-to-play investments. 
• Objectivity: A "fiduciary" financial advisor should never be influenced by commissions, kick-backs, bonuses or incentives.
• Expertise: Expert financial guidance is never provided by rookies. 

 

 

 

 

Where are our offices located?

• Daytona Beach: 113 Executive Circle, Daytona Beach, FL 32114   (386) 788-3737
• Orlando: 121 S. Orange Ave., #1500, Orlando, FL 32801   (407) 859-4334
• Tampa: 3030 North Rocky Point Dr., #150, Tampa, FL 33607   (813) 874-7200
• Boca Raton: 2385 Executive Center Dr., #100, Boca Raton, FL 33431   (561) 477-3232
• Sarasota: 1990 Main Street, #750, Sarasota, FL 34236   (941) 718-4747

Where are FirsTrust clients located?

• Most are in Florida.
• Many are across the country.
• Some have been international.

Where are the clients' accounts held?

• Any major financial institution of their choice (preferably a discount custodian).
• 401(k) plans at their employer. 

Who are we?

Most members of our FinancialTeam have worked together for 20+ years.

• FirsTrust originated in Central Florida in 1997.
• Former large-corporation advisors who would rather serve than sell. 
• Fee-only fiduciaries with absolutely no sales compensation.
• Advisor owned and operated. 
• SEC-registered financial advisors and investment managers.
• FinancialTeam Advisors have advanced financial certifications and 10 to 35+ years of experience.
• Advisors have undergraduate and master degrees in economics, finance, tax and law.
• Advisors complete an average of 25 credit hours of continuing education every year to remain fluent in their fields. 

• Who has FirsTrust advised?

• Consumers seeking trustworthy financial guidance.
• Retirees seeking a consistent, tax efficient income.
• Families seeking to achieve short, mid and long-term financial goals.
• Affluent retirees - and those who aspire to become one. 
• Families of significant wealth

 

Why do people choose FirsTrust?

• Deeper expertise, broader choices, and lower overall costs.
• No sales licenses like most other “fiduciary” advisors.
• Independence from bank and brokerage conflicts of interest and profit agendas.
• Greater personal attention and customized financial solutions.
• Competitive fees based upon the scope and complexity of services.

 

 

 

 

When are FirsTrust’s recurring activities?

• Our traditional office hours are Monday - Friday from 9-5, excluding holidays.
• When can I request more information? Now.