Planning for Retirement

✔

No Hidden Fees

We operate as a fiduciary, so you can rest assured that we have your best interest
in mind when making recommendations. We are here to help you understand your goals, risk tolerance and options so you can be confident in your financial decisions.

✔

Local Relationships

Your First Bank & Trust advisor is accessible. You will be able to communicate with your advisor in person at a local office, by phone, email, or even video conference. We seek to find common ground with you and truly get to know you while working towards your financial goals.

✔

Expert Services

Our team is made up of experienced investment professionals who hold an array of certifications and licenses. We have strategic partnerships in the investment community, access to up-to-the-minute market research, and additional resources necessary to meet your goals and needs in an efficient and timely manner.

What to Expect When Planning for Retirement


Working with a retirement planner gives you a roadmap that will carry you into the future with security. Retirement planning allows you to enjoy the life you want when you’re no longer working. We understand that everyone’s needs are different, so we tailor our planning to the things that matter to you. We also appreciate that retirement plans change, and we’re responsive and able to guide those changes.
 

Retirement Planning Services Include:

  • Retirement readiness projections through net worth and asset analysis.
  • Review of estimated benefits like pensions, annuities, and social security.
  • Review of current retirement contributions to 401Ks and IRAs.
  • Asset and portfolio management.
  • Debt elimination.
  • Planning for medical expenses as you age.
  • Estate planning strategies including tax implications.


We start with an initial meeting where we learn about your interests and goals. The first meeting is usually the longest, and then we follow up with quarterly or bi-annual meetings. But we are always here to help- by phone, email, or with an in-person or virtual meeting. That’s the benefit of working with our local team who is invested in the community.



 
 

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA(opens in a new window) / SIPC(opens in a new window). 

Infinex and the bank are not affiliated.

A Long Track Record for Helping Our Clients

“ Previously had accounts at a national bank and another local bank. Switched over to First Bank and Trust and have been very happy."

E
Audra Q.

"They have been extremely helpful with my entire family. They have taken time to explain matters with all of us. You do not find this individual care other places.”

B
Ann C.
Back to the top