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 IncludeINVESTMENT & 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
