Wealth Planning

Wealth Planning

Wealth planning is an important part of how we make your financial possibility a reality. Every client is unique; that's why we offer personalized financial plans to help you achieve your own definition of success.
 
Our team delivers the expertise you need for whichever phase of wealth planning you're in, including:
• Individual Retirement Planning
• Goals-Based Planning
• Cash Flow Planning
• Wealth Transfer and Trust Strategies

Your Assets. Our Expertise.

Your wealth advisor collaborates with other experts on the team to best allocate your assets, objectively choosing cost-effective solutions with an appropriate mix of investment products. After the initial portfolio selection, we keep an eye on the markets – and your account – rebalancing as necessary with a cost-effective approach.
 
To further help grow wealth, First National 1870 employs multiple strategies to review tax implications. Throughout the year, we provide multi-level performance reports to inform you of what’s happening with your investment portfolio and keep your financial plan on track.
 
You can expect:

• Performance management - with manager decisions based on demonstrated skills in security selection
• Portfolio management - enabling us to combine complementary managers for more effective diversification
• Expense management - with an eye toward mitigating costs

 
Wealth planning with our bank starts with clear communication – and never veers from that path. Your local team is here to translate your financial success into peace of mind, bringing clarity and confidence to your financial future.