Take a Big Step Toward Your Financial Future
At First Financial Trust (FFT), we know you’ve worked hard for your money. We also know you deserve the opportunity to enjoy the comfortable, secure retirement you’ve worked so hard to build.
To help guide you toward that future, we’re pleased to introduce FFT’s Financial Planning service – trusted, professional financial planning for a one-time fee.
Financial Planning means focusing on what you want from your life, not just what you want from your money. Experience personalized planning and unparalleled service.
How It Works
After reviewing financial information, including income and expenses as well as retirement savings and other assets, our team will provide you with a plan which will include:
- Net worth calculation based on review of assets and liabilities
- A budget and cash flow optimization
- A comprehensive review of your current investment portfolio
- Projections for long-term income planning
- Opportunities and risks related to any planned significant events or goals
What It Costs
A one-time fee covers the initial discovery meeting, plan analysis and delivery meeting. Additional followup meetings are available as needed but may incur a cost.
Relationships Built on Trust and Transparency
Honesty, transparency, and communication are hallmarks of the FFT approach. We help our clients protect and grow their assets through trust administration, investment management, and estate settlement services.
Take a big step toward your financial future
To learn more, or to request a no-obligation consultation, call 800-923-9571 or use the form below.