All Services from One Source
At The First, we do everything for your business. Many retirement plan service providers cannot or will not serve as a discretionary trustee. We will. We are a one-stop shop, with investment plans, in-house record keeping and employee education services all from one source. And because we “bundle” these services, you do not pay the extra fees associated with two or three different providers and the extra management costs that often result.
At The First we routinely meet one-on-one with investors. We are also able to provide tax planning advice.