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Services

Our Services

Retirement saving strategies are constantly evolving and we bring over 40 years of valuable experience to the table. Savings and investments that are accumulated while working prior to retirement may or may not best serve your needs during retirement. The better we know you, the better we can help. By getting to know you, your family, your lifestyle and financial goals, together financial decisions can be made to secure your retirement with peace of mind. Through a line of innovative products and a trusted national network, First American Trust OCF will guide you through safe investment decisions and strategies that you feel comfortable with.

Trust the Financial Experts

At First American Trust of Central Florida, preservation of principal with competitive earnings is our fundamental objective. We recommend accounts that are predictable, insured and guaranteed. To provide the best possible return, we research leading financial institutions nationwide with products to best match your financial objectives. Each financial institution we associate with must meet high standards and have outstanding scores from independent rating agencies.

  • Understand how you want to live and how you are going to pay for it
  • Provide the Best of the Best
  • Earn more and avoid unnecessary taxes
  • Avoid probate
  • Understand savings and investments you have accumulated
  • Provide options for income you cannot outlive
  • Provide strong inheritance benefits for surviving spouse and beneficiaries

Financial Accounts

  • Qualified Savings Plans
  • Non-Qualified Savings Plans
  • Roth IRA
  • Traditional IRA
  • 401(k), 403(b) Plans
  • Account Transfers
  • SEP IRAs

Contact Us Today

Whether you need retirement income or wealth transfer options, we have solutions to fit your needs.

Call today for a consultation to discuss your financial goals!

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Ocala, FL

352-671-5374

Lady Lake, FL

352-633-7019

Disclaimer: This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual’s situation and only where First American Trust of Central Florida (First American Trust OCF) is registered or exempt from registering. First American Trust of Central Florida is not a trust company or bank. First American Trust of Central Florida IS NOT affiliated with First American Title Insurance Company or any other entity using “First American”. We are not tax advisors. We are not attorneys. We will not provide investment, tax or legal advice. Please consult your investment advisor, tax preparer, CPA or legal professional for these matters.

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