Managing your finances can become more challenging during certain stages of life. Whether you're planning ahead, helping a loved one, or simply looking for trusted support with day-to-day financial responsibilities, our Financial Management services are designed to help you move forward with confidence.
Life doesn't always go as planned, and sometimes managing financial responsibilities becomes more difficult than it used to be. Our experienced Trust Services team can serve as Financial Power of Attorney providing professional management of your day-to-day financial need.
Financial Management may be right for you if you
Managing finances involves much more than paying bills. Our Financial Management team helps simplify everyday financial responsibilities so you can focus on what matters most, knowing the details are being handled with care.
Receive assistance with paying bills, managing deposits, organizing financial records, and keeping everyday financial responsibilities on track.
Receive assistance with organizing financial records, collecting and depositing income, and maintaining accurate financial information.
Coordinate financial accounts, safeguard important financial documents, and help organize assets for easier management.
Receive assistance with insurance claims, premium payments, gathering tax information, and working with your tax professional.
Whether you're moving to a senior living community or helping a loved one through changing circumstances, we'll work alongside your family and other trusted professionals to help simplify the financial details.
We collaborate with your attorney, accountant, and other professionals to help keep your financial affairs working together.
Receive assistance with paying bills, managing deposits, organizing financial records, and keeping everyday financial responsibilities on track.
Receive assistance with organizing financial records, collecting and depositing income, and maintaining accurate financial information.
Coordinate financial accounts, safeguard important financial documents, and help organize assets for easier management.
Receive assistance with insurance claims, premium payments, gathering tax information, and working with your tax professional.
Whether you're moving to a senior living community or helping a loved one through changing circumstances, we'll work alongside your family and other trusted professionals to help simplify the financial details.
We collaborate with your attorney, accountant, and other professionals to help keep your financial affairs working together.
Some of life's biggest transitions come with financial responsibilities that can feel overwhelming. Our Trust Services team takes the time to understand your unique situation and provide thoughtful guidance that helps you maintain confidence and peace of mind.
You'll benefit from:
Whether you're looking for help managing your own financial affairs or supporting a loved one, our Trust Services team is here to listen, answer your questions, and help you find the right path forward.
IMPORTANT DISCLOSURE AND INFORMATION
Investing involves risk. There is always the potential of losing money when investing in securities. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not protect against the risk of losses in broadly declining markets.
First National Bank and its affiliates or advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Investment Products:
First National Bank does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Please consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Except for assets managed on a discretionary basis through an advisory agreement with First National Bank, you are responsible for determining whether, and how, to implement any financial planning recommendations provided, including asset allocation suggestions, and for paying applicable fees.
Routing Number: 073902274
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