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Wealth Management Planning

We stay focused on your goals so you can live life on your terms.

Planning Process Diagram - Define and Prioritize Goals - Review Current Financial Situation - Analyze Information - Develop a Comprehensive Plan - Implement Plan - Review Progress and Adjust as Needed

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
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We offer three types of planning:

Scenario Planning

This approach is based on common situations that are most pressing in the lives of our clients, like:

  • Retirement planning
  • Saving for college
  • Insurance coverage

Financial Planning

Because we avoid the one-size-fits-all approach to planning, our advisors are able to build a strategy centered around an analysis of your:

  • Cash flow
  • Sources of income
  • Investments and assets
  • Debts and liabilities

Wealth Planning

This approach is ideally suited for those clients with a more complex financial situation involving:

  • Multiple sources of income, investment varieties, business interests and assets
  • Debt obligations
  • Complicated trust and tax situations
  • Charitable giving
  • Executive benefits

Take control of your financial future by connecting with one of our advisors.

Connect with an Advisor

Meet Our Wealth Team

Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value