FINANCIAL PLANNING THAT’S FOCUSED ON YOU.

Investments & Planning Group at First National Bank is committed to you and your future. We want nothing more than to help you achieve your financial goals and be at your side through the years offering sound advice, extensive resources, quality products and superior service. We will listen to you, guard your confidentiality and present clear and understandable recommendations that are designed for you.

Investment Planning

Make sure your hard-earned money is working for you. We can help manage your investment portfolio through diversification and an understanding of your tolerance for risk. We can also attempt to minimize your tax liability with tax-advanced or tax-deferred investments.*

Education Planning

Achieve your college savings goals for your children or grandchildren. Your investment advisor will help you choose from custodial accounts, education IRA’s and tax-advantaged investments.

Retirement Planning

Plan to reach your retirement goals. We can assist in managing your retirement plans, keeping you on track to help provide for the retirement you deserve.

Protection Planning

Life changes, lives shouldn’t! Protect yourself and your family against unexpected events – loss of income, long-term illness or disability and premature death.

Estate Planning

Transfer your estate smoothly to your heirs. We can help preserve your assets, reduce taxes and efficiently transfer your estate’s assets directly to your family.

QUALITY FINANCIAL PRODUCTS TO HELP YOU ACHIEVE YOUR GOALS:

  • Fee-Based Managed Accounts
  • Mutual Funds
  • Stocks and Bonds
  • Traditional, Roth and Education IRA’s
  • Tax-Deferred Fixed and Variable Annuities
  • Life, Disability and Long-Term Care Insurance

* Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation

Diversification does not ensure a profit or protect against a loss.