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(386)-788-3737

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 expert services, and determine the fee based upon the scope and complexity you want.