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

A young woman vacuuming her apartment with headphones on and dancing.

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Mike Flannery |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...
A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Mike Flannery |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
A person at a desk, using a calculator and writing in a notebook.

5 Tax-Saving Strategies to Keep More of Your Money

Mike Flannery |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...