Planning for Your Future
Collaborative planning for life on your terms. Partner with First County Advisors to lay out your financial road map to success, providing the confidence and peace of mind necessary to succeed.
Financial Planning Services to Meet Client Goals
At many stages in our lives, we look to trusted partners to help guide us forward. Many of us need assistance preparing for common life events:
- Buying a home
- Saving for children’s education
- Ensuring our family is protected from the unexpected
- Starting a new career or business
- Planning for retirement
- Caring for aging parents
- Ensuring our legacy
As a result of working with our community since 1851, we have recognized the need for our expertise in helping clients with their long-term financial goals.
Financial Planning is a service included as a part of our standard fee schedule for our valued clients. Our Trust Officers and Relationship Managers collaborate with individuals and families to create tailored solutions. First County Advisors brings the right team based on client need to every relationship when it comes to planning.
We are now able to offer our financial planning services to a wider variety of clients, as this planning is offered separate from investment management, trust administration or estate settlement.
Scope of Services
Topics of planning include specialty topics as well as the following:
- Budgeting & Cash Flow
- Portfolio Allocation
- Insurance Analysis
- Tax Analysis
- Retirement Planning
- Estate Planning
- Education Funding & Planning
Our team works with clients and their other trusted advisors, such as attorneys and accountants, together creating financial independence.
The Financial Planning Process
First, we work with clients to identify their goals and gather all relevant quantitative and qualitative data. After detailed analysis is performed, we present and carefully explain our recommendations. Next, we assist in implementing these recommendations either directly or in concert with clients and other professionals.
Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.
