Whether you have a family-owned or privately-held business that requires a solid succession plan, are wishing to put an estate plan in place, or firm up your retirement plan, First Bank Wealth Management will simplify your complex needs with holistic and objective advice and solutions.
- Choose from a variety of account options to set the groundwork for a financially sound retirement.
- Create a comprehensive retirement benefits package for your employees that's tailored to your business.
- Secure a lasting legacy for future generations with comprehensive estate planning services.
- Seek ways to minimize your tax burden with the help of our experienced team.
- Maximize your philanthropic impact while prudently reducing your tax burden.
- Take advantage of our detailed succession planning services to prepare your business for the next generation.
Wealth Management Planning Services
An experienced team can make all the difference.
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.