By Jim Gersack, CFP®, President, First Western Trust, Jackson Hole
At First Western Trust, we believe everyone needs a financial plan. Especially a financial plan that is customized to address your unique circumstances and immediate needs without losing sight of long-term objectives.
The financial planning process, if done correctly, is complex. There are a host of moving parts, and the decisions can feel daunting, even when you’re asking the right questions. First Western Trust is here to help. Our local team of experts are equipped with all of the resources you need.
At First Western Trust, we start the financial planning process with our proprietary ConnectView® approach. Our unique approach represents an understanding of a simple financial truth: Every financial decision—every investment, real estate holding, trust, or philanthropic endeavor—connects. It’s a belief that when one of these financial realities changes, no matter how small, it affects others. Through this process, we develop an understanding of your entire financial picture and create custom-tailored solutions to help you reach your goals.
Our local team includes two Certified Financial Planners (CFP®), a Certified Trust and Financial Advisor (CTFA®), and an estate planning attorney (JD). We all work together to assist our clients in developing a comprehensive and customized plan to meet their specific financial objectives.
Whether it’s the lifestyle, community, or the tax benefits, Jackson Hole is attracting individuals and families from across the country and beyond. The planning and resources necessary to relocate your financial life are significant, and our local team has a proven track record of outlining and orchestrating this monumental task.
And for those of you already here, there is never a perfect time to start the planning process. However, there are appropriate times to consider it: if you are buying a house, thinking about retirement, or planning your legacy, we have a local team of experts that guide you every step of the way. Feel free to schedule a complimentary ConnectView consultation with Jim Gersack, Market President in Jackson Hole. Connect with Jim here.
