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manage the changing face of life

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First National Trust & Wealth Management

Our goal is to make a difference--for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy, First National Trust & Wealth Management can work with you to develop a plan aligned with your needs and goals.

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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.

 

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Latest Blog Posts

Medicare in 2021: Here’s What You Need to Know

Submitted by First National Trust & Wealth Management on February 4th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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Should You Retire at the Same Time As Your Spouse?

Submitted by First National Trust & Wealth Management on January 14th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by First National Trust & Wealth Management on November 6th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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Iron Mountain
233 South Stephenson Ave. 
Iron Mountain, MI 49801

Menominee
3805 10th Street
Menominee, MI 49858

Marquette
3165 Wright St. Suite 104
Marquette, MI 49855

Iron River
901 Riverside Plaza
Iron River, MI 49935

 

  Tel: 877-779-2259

Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by The First National Bank & Trust of Iron Mountain, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. First National Trust and Wealth Management does not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation.

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