True Expertise

Nobody is an expert in everything.

If you want financial expertise, hire an actual expert.

If you need broad expertise, hire a FinancialTeam.

And if you don't need it, don't pay for it.

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The "industry" standard: 

Being an "Investment Advisor" requires no education or experience; it requires passing a multiple-choice test on investment rules and regulations. 

Being a "Financial Planner" requires no specific license, education or experience and is usually held by sales professionals.

Being an "Estate Planner" or "risk manager" often refers to someone who sells life insurance.

The "FirsTrust expert" standard:

Our Chief Investment Officer has over 30 years of experience, a four-year college degree, , and is a CFA charter holder (Chartered Financial Analyst) with continuing education required every year.

Our lead Financial Planner has over 15 years experience, a masters degree, ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner® ) certifications, and continuing education required every year.. 

Our Strategic Tax Planner has over 30 years of experience, a masters degree in taxation (M. Tax), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), and CFP® (Certified Financial Planner®) certifications and continuing education required every year. 

Our Estate Planning Advisor has over 35 years of experience, a Juris Master of Law degree (J.M.), a professional master's certificate in finance, the CFP® (Certified Financial Planner®) certification and completes annual continuing education through the University of Miami School of Law's Heckerling Institute.

Independent Legal, Insurance and Accounting services:

Legal:
All attorneys are not the same. We don't practice law. Our legal education and experience equips us to help you evaluate if/when a legal opinion or estate document is necessary. Then, we can work closely with your existing attorney, or we can recommend one who specializes in the particular field of law that best suits your needs.

Insurance:
All insurance agents are not the same. We don't sell insurance. Our insurance education and experience equips us to help you evaluate if/when insurance is necessary. Then, we can work closely with your independent agent or refer you to one who will shop & compare different companies for a selection of choices.  

Accounting:
All accountants are not the same. We don't perform accounting or tax preparation. Our accounting education and experience equips us to help you evaluate if/when and what type of accounting services are necessary. Then, we can work closely with your existing accountant or tax attorney, or we can recommend a specialist.

It's what WE would want if WE were the client

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