At First Farmers our relationship is based on knowing your specific financial goals, your needs and your values. Then we analyze your current investment strategy, your tolerance for risk, and present our best recommendation for getting you to where you want to be.
Yes, we manage assets for a fee, but we do so much more as part of our service. You can always count on clarity as it pertains to both fees and charges, and investment risk and return. No quotas. No commissions.
We are happy to partner with you and your own advisors, accountants, lawyers and tax professionals to ensure you receive the greatest possible benefit from your investments.
Trusts can provide a long-term solution for your complex needs. Our experienced team of Trust professionals can provide continuity, competence and impartiality in all facets of trust administration and management. Our goal is to ensure your trust will benefit the people and organizations that matter most: children and grandchildren who are not of legal age, complex familial relationships, the fulfillment of your charitable goals, and the protection of wealth during the lifetime of your loved ones.
It may seem like a good idea to appoint a close family member to oversee your estate and distribution of assets. However, few appreciate the responsibility, and far fewer are prepared to handle the complexity.
Appointing a corporate fiduciary ensures your final wishes are professionally executed. Our Trust team will provide you with the security of knowing that your assets will be administered through a structured and thorough plan based upon the terms of your will. Helping your beneficiaries understand the terms of your will and the disposition of your assets in an informative and non-adversarial way helps maintain family harmony after your passing.
Family Management Services
Managing family finances over a lifetime of wealth can be a challenging. As part of our management services we can take care of all your family administrative needs, including: Bill payment, estimated tax payments, stock research, tax cost-basis research, listing assets of all your holdings, both internal and external, to better coordinate potential benefits and decrease the chance of misuse or loss of resources, planning and budgeting assistance to ensure both your current and long-term needs are met and overall financial planning.
Investments made through the Trust & Financial Management Department are not bank deposits and are not FDIC-insured, nor are they an obligation of or guaranteed by any bank or savings institution. All such investments involve risk, including the possible loss of principle invested. NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE