Retirement Planning Services

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.

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.


We will build an income statement and balance sheet so you can understand your cash flow, savings rate and investment portfolio, make informed decisions and map your goals.  


Creating the retirement lifestyle you want – because you’ve worked hard to get there.


We will discuss various strategies and develop a custom plan specific to your family's needs in order to pay for college.


Ensure a seamless transfer of your estate with our planning services.


Maximize your impact through a well-thought-out giving strategy with our charitable planning services.

Featured Advisors

Angie Waters

Vice President/Wealth Management Officer,
INFINEX Financial Advisor
Get In Touch

Chris Henry

Chris Henry, CTFA, CFP®


Senior Vice President - Division Manager
Get In Touch

Scott Arnett

Investment Manager/Wealth Management Officer

Get In Touch

Meet the entire First Trust & Wealth
Management team →

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