Wealth Management Planning
We stay focused on your goals so you can live life on your terms.
The Planning Process
For nearly 90 years, First National Bank Wealth Management has provided trusted guidance tailored to meet the specific needs of our clients. We believe planning doesn’t need to be tedious - we can help make it manageable so you feel confident in the process and in your resulting plan.
Your situation is unique and your plan should be too. Our planning professionals work closely with you to uncover personal goals and concerns, identify resources, and provide recommendations to build a plan that is uniquely yours.
To create your personal financial plan, we’ll discuss with you these main areas of planning:
- Retirement
- Cash Flow and Savings
- Investment Allocation
- Life Transitions
- Risk Management
- Tax Analysis
- Education
- Estate
