First Business Trust & Investments helps clients prepare for life transitions from sending a child to college, selling a business, buying a second home to living your dream retirement. Our planning framework for working with clients is as follows:
We start with a conversation. At our first meeting we review your specific objectives, holdings and legal documents. During this meeting we also uncover any unique circumstances, develop an understanding of specific concerns and discuss in detail your tolerance for and understanding of risk.
Once we have a clear understanding of your objectives, we work collaboratively evaluating your current situation and challenging ourselves to think creatively when researching solutions for your plan.
As your advocate our focus is on providing solutions. We are not in the business of selling products so you can be assured that our recommendations are aligned with your interests and customized to your objectives.
Once we've implemented your plan, we keep you informed through regular meetings, performance reviews, and online access. As your partner, we work closely with you to make sure your plan stays on track. Monitoring your progress towards your goals is essential and we are responsive to changes in your objectives.
This process ensures a fully integrated financial plan that identifies your priorities and addresses your needs at different stages of your life. At First Business, our goal is to give you the confidence and peace of mind that a plan is in place to cover financial areas such as:
We have built our practice on the belief that great customer services begins with being accessible. We purposely keep our staff to client ratio low and our advisors are local which means we are ready to meet at your convenience to discuss your wealth mangement goals.
At First Business, your advisor is always close by and ready to help. Call us locally to discuss how we can help you.
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