First Advisors offers the entire spectrum of investment advisory services from full management of your investments to custody and safekeeping, financial and retirement planning to estate settlement.
We offer a broad range of account types to serve your financial needs and objectives, including Trusts & Estates, Investment Management Agencies (IMAs), Individual Retirement Accounts (IRAs) and Custody Safekeeping accounts.
Based on our clients’ individual investment objectives, we tailor each portfolio with a diversified mix of securities. A combination of individual stocks, bonds or mutual funds are chosen to achieve desired growth and/or income needs.
With our advanced financial planning software, the First Advisors team can create a financial plan unique to each individual client. Based on your answers to a detailed questionnaire, a complete personalized financial plan is generated providing guidance on saving for college, tax and retirement planning, or to meet your individual needs. We can then work together with your tax advisor, attorney or other professional advisor to put your plan in motion.
Our staff provides professional management of family wealth during your lifetime as well as meeting the future needs of loved ones and fulfilling charitable giving goals. We work closely with you and your professional advisors throughout the estate planning process. When First Advisors is appointed as trustee, we act in accordance with the express wishes of the individual who established the trust by following the guidelines set forth in the governing document.
Our experience in administering estates can be a valuable resource for your family at a difficult time. If named as your personal representative, First Advisors becomes responsible for all of the duties associated with administering your estate.
First Advisors can safe-keep assets and investments that you direct yourself and provide recordkeeping for those assets. Included in this service is the collection of dividends, interest and other income, as well as providing required tax information.