We create a proactive asset management strategy that is designed to accomplish your financial goals. Our goal is to maximize every portfolio, while ensuring that it fits your risk tolerance.
PlanFIRST is more than an investment management company. We understand and appreciate whom we work for, what we are trying to accomplish, and what is at stake. In a very real sense, how we as a firm perform each day will determine to what degree our clients will ultimately be successful in meeting their goals.
We help with tax planning and often discuss your tax situation with your CPA or tax preparer.
We work with your attorney to create an estate plan that you feel good about. We will go with you to meet your attorney to help ensure that your plan is seamless.
PlanFIRST partners with the Personal Trust Services Division of Charles Schwab Bank to provide our clients a comprehensive menu of trust services. As the trust advisor, PlanFIRST is the primary contact for all trust relationships managed by our firm. This strategic partnership allows PlanFIRST to provide independent oversight and management of all trust assets while Charles Schwab Bank, as administrative trustee, provides the fiduciary administrative services.