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Financial Planning

Customized, comprehensive wealth planning is the foundation of your financial life. If you have recently acquired wealth or need to freshen your current wealth management plan, First National 1870 can help you maximize your investments by building a customized and strategic financial plan. First, we'll take inventory of your current financial position, gather all your financial details, and evaluate your current financial picture. Next, we'll establish a plan to capture opportunities that may lie ahead.

Your Wealth Advisor will partner with you to develop a financial plan and road map based on specifics from your complete wealth picture. First National 1870's comprehensive wealth planning approach includes the following:

  • Financial plan and roadmap
  • Wealth accumulation strategies
  • Estate plan and wealth transfer strategies
  • Retirement plan
  • Charitable plan
  • Advanced tax strategies
  • Business exit and transition planning

You want a wealth management strategy that works exclusively for your financial and retirement goals. At First National 1870, we coordinate your assets to bring together tax management, estate planning, charitable giving, and business strategies, that creates one tailored and comprehensive wealth management plan.

Wealth Advisors

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.