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Senior Life Management

First Natonal wealth customers drinking tea on a dock on a lake

Helping you navigate the next chapter in your life.

Call Us: 800-538-7298Why Senior Life Management?

Life can be complicated for those advancing in their retirement years. Managing finances, evaluating needs and handling day-to-day responsibilities can be time-consuming and in some cases, overwhelming. At First National Bank Wealth Management, our Senior Life Management team is focused on helping you maintain your independent lifestyle while ensuring the legacy you’ve worked hard to build is protected. We specialize in working with people like you – couples, individuals and families – to simplify your life so you can enjoy this next great chapter together. Our team can help you and your family:

• Access appropriate health care resources
• Ensure wishes are met for both home-or out-of-home care
• Tackle daily responsibilities you no longer wish to handle
• Alleviate the burden from your loved ones so that you can enjoy your time spent together

Our Services Include

INVESTMENT & FINANCIAL MANAGEMENT

• Stages of Life Planning
• Estate Planning
• Coordination of Legal Services
• Tax Preparation
• Insurance Review

DAILY FINANCIAL MANAGEMENT

• Bill Pay
• Home Repairs and Maintenance
• Major Purchases and Sales (Homes, Cars, Etc.)
• Healthcare Coordination
• Medical Claims Processing
• Residential Moves and Relocations
• Assistance in Obtaining Services

Call Us: 800-538-7298

Meet Our Team

Investment Products Are Not FDIC Insured • May Go Down in Value • Not a Deposit • Not Guaranteed By the Bank • Not Insured By Any Federal Government Agency

This material does not constitute legal, tax, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.