Individual Investors
We offer personalized financial solutions to help you achieve your unique goals. Our expert advisors provide a range of services, from retirement planning to investment management, tailored to your financial needs.
Services
- Financial and Retirement Planning
- Investment Management
- Investor Education
Investment Professionals
We offer a suite of investment management solutions, including outsourced chief investment officer (OCIO) services and model management provided through unified managed account (UMA) and separately managed account (SMA) platforms. With these tools at their disposal, advisors can streamline their investment processes and devote more time to serving their own clients' needs.
Services
Corporate Retirement Plans
Whether you are looking to establish a new retirement plan or convert your existing plan, we can help you design a plan that meets your firm’s needs. Financial Trust, as a fiduciary investment adviser, currently works in conjunction with RPG Consultants, a CEFEX-Certified Recordkeeper and Third-Party Administrator (TPA).
Plan Types
- 401K
- SEP IRA
- Simple IRA
- Profit Sharing Plans
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.