How We Help

how we help - wealth managementHow We Help

Our Goal is to Help you Achieve Yours.

Where are you in your financial life? What are your financial goals? When it comes to wealth management, we're here to answer questions and help you get on track.

You might be wondering if you’re saving enough money for retirement. Or you might be considering a trust to ensure your legacy and see that your wishes are carried out. Perhaps you're considering investing in a 401(k) or another tax-deferred retirement account for the very first time. While wealth management might sound like a stretch –– the money you put away now can bring the greatest returns later.
 
Wherever you are in your financial journey, First National 1870's Wealth Management and financial advisors are here to help. Our solutions are designed to help you reach your goals, whatever those goals might be.

You Are Unique. Your Financial Plan Should Be Too.

Your journey to a financial plan begins with meeting your wealth management team. We will talk with you, ask strategic questions, and listen to your answers, getting to know your needs and objectives. Then, we’ll go through the current state of your net worth, investment portfolio, and retirement accounts. After that, we move forward to draw on our comprehensive resources and capabilities to deliver the best possible solutions for you.
 
Our wealth planning services include individual retirement planning, goals-based planning, cash flow planning, and wealth transfer and trust strategies.
 
The hardest step can be getting started. Just remember that wherever you are on the path of your financial life, our advisors are ready to help you move forward with confidence.
 

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.​