Business Planning

You’ve worked hard to create a successful business. We work closely with you to develop solutions to ensure the short and long term success of your hard work. At Firstline Finance we coordinate with you and your team to address, among other issues, tax planning, cash flow analysis, business succession planning, and executive compensation planning.

Featured Services

  • Financial Planning

    Firstline Finance can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.

  • Trust Administration

    Firstline Finance Trust Company and Firstline Finance Trust Company of Delaware LLC take a hands-on, personalized approach to trust administration.

Articles & Insights

  • Four What-If Questions Business Owners Need to Answer

    Jay Halverson, Business & Estate Planning Specialist
    Firstline Finance Securities Company

    As a business owner, you know that your company’s financial success is closely linked to your own.

  • The Beat Goes On: Succession Planning in a Family Business

    Lyndsey Hudgins, Relationship Manager
    Firstline Finance

    To build a real legacy, ensure continuity for clients and employees, and set the stage for future growth, you need to establish a thoughtful, adaptable succession plan that takes into account all of your company’s short- and long-term goals and needs.

Get Started Today

Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Get Started Today

Our professionals welcome the opportunity to develop a customized wealth management solution.