Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

Philosophy

True to Our Devotion

Dreams can compete with financial realities. Market downturns can dent portfolios, causing people to revisit their dreams and rethink their lifestyle in retirement. And with people living longer, there’s genuine concern about outliving one’s assets. Whether it’s dealing with the uncertainty today or enjoying the prospect of prosperity tomorrow, you may benefit seeking time-tested strategies on how to secure your finances to ensure a brighter future – regardless of market changes.

First American Trust OFC bases every decision on a philosophy of being true – True to our Strength, True to our Passion, and True to the People we serve, each and every day.

We Have Years of Experience as Financial Professionals

For decades, we have helped thousands of retirees who seek predictable retirement savings along with protection against the unknown. With our experience and a strong network of financial professionals, we can help you achieve your most important goals, including:

  • Wealth accumulation for your future plans
  • Protection of your assets
  • Desirable earnings
  • Access to your money
  • Predictable income for your retirement years
  • Strong inheritance benefits
  • Avoiding probate
  • Peace of mind

Schedule Your Consultation Today

We understand that the savings you work hard to accumulate have a value beyond the numbers. Your savings represent your dreams for the future, your goals, and the security you need to enjoy the life you want.

Call one of our locations to schedule your consultation today!

Back to the top

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.

© 2024 First American Trust of Central Florida. All Rights Reserved.