Becoming a client is simple
Determine the scope and depth of services, set the parameters for approaching your prioritized objectives, and grant authorizations for FirsTrust to implement your plan while you retain full control, account access and 24/7 monitoring.
Before
Choose the direction and depth of expertise; meet your FinancialTeam, receive a fully inclusive fee quote, and ask every question on your mind to verify information and validate trustworthiness.
- Define your needs: Financial Planning, Investments, Tax and/or Trust & Estate Services.
- Receive a written flat percentage fee for the full scope of services.
- Provide your prioritized goals and objectives, initial documents and recent account statements; we prep the rest.
The Process
A simple, one-page Service Agreement authorizes us to begin the heavy lifting. We connect and/or transfer investment accounts, establish data feeds, and start building the framework of your Personal Financial Website and Investment Policy Statement.
- The initial Agreement authorizes us to serve as your fiduciaries.
- Meet with your FinancialTeam to confirm goals and set expectations.
- Integrate data with your Personal Financial Website and our investment management systems.
- We will present the financial plan and Investment Policy Statement for your approval.
After
With your financial plan in place, Investment Policy Statement authorized and accounts linked, your FinancialTeam gets to work - implementing the plan, constructing the portfolio and managing it toward achieving your financial objectives.
- Meet with your FinancialTeam for quarterly updates and progress reviews.
- Track your progress with 24/7 visibility into everything you own and live plan trajectories.
- Tax planning services are provided through year-round analysis and liability projections.
- Investments are managed pursuant to your approved Investment Policy Statement.
- Estate planning services are performed by strategically designing, executing, funding and tax-managing trusts and legal entities (with legal assistance as necessary).
- Retirement assets and after-tax accounts are synchronized for optimal cash sourcing and coordinated with Social Security and Required Minimum Distributions to mitigate unnecessary tax erosion.
Want more details?
Call, email, or meet with a member of our FinancialTeam.
When Wealth Gets Complex, Your Plan Can’t Be.
We organize your entire financial life, identify the gaps, and guide you step-by-step toward what matters most.
See just how simple your financial plan can be.
The People Behind the Details
Great advice only matters if the execution is buttoned up. Behind every plan is a team that anticipates what is next, confirms details, and gets the right paperwork to the right place at the right time. We keep communication clear, timelines visible, and your experience calm. We do it this way because it is how we would want to be treated if we were the client.
Let's get in touch
Schedule a Meeting
Ready to meet? Schedule a virtual meeting with a FirsTrust Advisor.