First National 1870 financial services are a way to empower your future. You’re not just investing your money; you’re investing in your dreams. And even if you're just starting out, you can trust us to help you get started. Our advisors listen, then work with you to understand your financial goals. Our team is committed to communication, financial services education, and taking the time to build a trusting long-term relationship to help you succeed.
Wealth management is a complex topic, so we'll help you navigate your path with confidence. A financial advisor will tailor a plan just for you, provide objective answers to financial questions, and educate you as much as you need (or don't need) so that you can make informed decisions.
Before we even create your individual investment portfolio, you’ll come away with a financial assessment that encompasses a summary of your net worth, global asset allocation, basic estate planning, debt reduction options, and a personalized savings strategy.
We’ll also take the time to learn about your specific needs such as cash flow requirements, unique restrictions or preferences, tax implications, and other outside assets such as an employer-sponsored retirement plan.
Then we set objectives, assessing your risk capacity and risk tolerance. If you don't understand any of the terms we use, we’re happy to explain them. We're not here to talk fast and leave you wondering. We are here for you every step of the way.
After establishing investment priorities, we’ll create a cost-effective portfolio just for you. It includes built-in professional management with regular rebalancing reviews and an annual review to assess progress. Most importantly, you'll get personalized advice from a real human investment advisor, not an algorithm.
Our process is proven. When it comes to growing wealth, we’re very successful gardeners. Come see us when you're ready to plan and grow your wealth.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.