Not sure how to plan for your financial future? Our Financial Answer Center answers all your questions by subject.
A comprehensive look at your personal financial situation: income, debt, investments, insurance, college funding and estate planning.
- We will build an income statement and balance sheet for your family. Understand your cash flow, savings rate and investment portfolio.
- Make informed decisions about major purchases, savings, investments and retirement.
Build a customized investment portfolio that's designed to help achieve investment goals at a level of risk you're comfortable with, based on your unique goals and circumstances.
- Diversified investments designed to achieve your investment goals with the least amount of risk
- Professional investment research, state-of-the-art portfolio construction and management from an experienced, local investment professional
Protect your assets and your family with up-to-date estate planning.*
- Professional investment management; Impartial administration of your trust and estate by experienced professional fiduciaries
- Peace of mind. Impartiality and open communication of your plans and goals. Minimize family conflict. Be certain that all probate and tax laws are complied with.
* Trust services available through First Bank & Trust Company's Trust Division.
Stocks, Bonds, Mutual Funds, ETFs and annuities.
- We help you evaluate your goals and assess risk and reward. Find the investment vehicles that are right for you.
- Investment advice from an experienced, local financial advisor
Variety of life insurance plans from the strongest insurance companies in the industry.
- Whole life, Universal Life and Term Life policies
- Get the coverage you need with advice from an experienced, local financial advisor
Insurance plans designed to protect your assets from unexpected illness and nursing home expenses.
- Monthly and single premium plans are adaptable to almost every circumstance. Some plans cover home health care. Death benefit riders and return of premium features may be available.
- You have a plan! Live worry-free knowing you have protected your family and assets from the expenses of aging and illness
Interested in learning more? Contact your local Investment specialist today.