Trust Services
You’ve made the decision to establish a trust. One thing you will have to do is name a trustee. You will want to choose a trustee that understands your goals.
First National Trust & Wealth Management
Our goal is to make a difference — for you, your family and your future.
Our Services
Estate Settlement
First National can act on your behalf to complete the estate settlement process and assume the responsibility of administering a trust.
Investment Management
Proper investment management aims to meet particular investment goals for the benefit of the investor.
Estate Planning
Estate planning is the process of planning for the transfer of a person’s wealth and assets after their death.
Asset Allocation
Asset allocation is an investment strategy that aims to balance risk and reward by apportioning assets according to an individuals goals, risk tolerance and investment horizon.
Charitable Giving
For many, giving to charity is a normal part of their lives. Charitable giving offers emotional benefits, and practical ones as well.
Our Team
Blogs
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?