Your Values, Your Plan
Helping You Prepare for What Comes Next
You know where you want to be financially. But how do you get there?
Investing should be done with your goals in mind. And how successful you are depends on your strategy and the advice from the people you trust to implement your plan.
So why choose us? Our plans are smart, thorough and based on your unique set of goals. That way you’re empowered to make informed decisions with a plan that fits you today. And grows and changes to fit you tomorrow.
Our values-base process is a five-step approach to help make your comprehensive plan easy, effective and understandable:
- Identify your values
- Set your goals
- Benchmark your current financial reality
- Create a financial blueprint to guide you
- Implement your blueprint using a team of trusted advisors and professionals to help ensure you achieve your goals
A roadmap just for you
No two plans are alike. Yours will be based on the following:
Discovery. First, we listen. Then we ask you to describe your ideal retirement scenario. We ask about the dreams you have for your children and grandchildren. And how you want to be remembered in your community. Only after we have a deep understanding of where you want to be can we help you get there.
Evaluation. Your situation is unique. Therefore we treat it as such by comprehensively analyzing it from every conceivable angle. We look at the overall market. We consider the tax* implications on your estate. We study the impact of philanthropic gifts. No stone is left unturned as we keep a watchful eye on your short- and long-term goals.
Guidance. Your plan is your plan. It’s driven by what we learn about you. From there, we provide sound advice on how to preserve, manage and transfer your wealth in ways that are important to you.
Measurement. Things change. And as they do, so will your plan. To stay in synch with your goals, we’ll continually evaluate your strategy and work together to carefully adjust to significant events such as marriage, children or retirement. Because we take a holistic approach, you can be sure you’ll stay on course.
* You should discuss any tax or legal matters with the appropriate professional.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are:
- Not deposits
- Not insured by FDIC or any other governmental agency
- Not guaranteed by the financial institution
- Subject to risk, may lose value
First Bank & Trust is independent of Raymond James.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested.