First National Trust & Wealth Management

Our goal is to make a difference — for you, your family and your future.

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Our Services

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.

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

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Blogs

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Mike Flannery |
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better you’ll...