Financial Advisors

Product Overview

INCREASE THE VALUE YOU CAN DELIVER TO YOUR CLIENTS. IS YOUR PRACTICE READY?

With Capital First Trust Company, you can now offer your clients custom trust solutions to meet their legacy planning needs. Whether working with a new or established trust, the benefits for you and your clients are numerous. Don’t miss out on Advisor Directed opportunities.

ADVISOR
DIRECTED

TRUST

Capital First Trust Company understands and respects the hard-earned and trusted relationship trust clients have with their financial advisor.

SPECIAL
NEEDS

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

CALL US NOW 1.800.521.2359

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