Wealth Management & Investing

Wealth Management Services
With the utmost respect for everything you have achieved, we will help you get the most from your assets, helping to ensure a pleasant retirement. And ultimately, a satisfying legacy for you and your family.

  • Retirement Income Strategies
  • Investments & Portfolio Analysis
  • Financial Planning
  • Estate Plan Funding
  • Insurance Analysis
  • Charitable Giving Strategies

Life Altering Financial Events
Perhaps you have recently sold your business or real estate holding, received an inheritance, or have retired from your primary career. Maybe you have suffered the loss of a loved one, or are going through the challenges of divorce. NO matter the situation, the professionals of Firstrust Financial Resources are positioned to guide you through the process when these life-altering events are before you.

Investment & Protection
We take a holistic approach to managing your finances. Sometimes, there are specific, focused needs which need the attention of a professional. We provide assistance in targeted areas.

  • Brokerage and Investments (Stocks, Bonds, Mutual Funds)
  • Education Planning / 529 Plans
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance