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At First National Bank, our mission is to be with you at every point of your financial journey. From your first savings account to your retirement and estate planning, we are equipped to truly be your First Point of contact through it all. First Point Financial Management & Trust Services is deeply committed to helping you plan, manage, and transfer your wealth through investment plans individually designed to meet your needs. Our trusted advisors regard their personal integrity, commitment to high fiduciary standards, and ability to meaningfully engage in long-term client relationships as invaluable attributes.
ARE YOUR FINANCIAL GOALS BEING MET
Start with a no-obligation consultation with our team of wealth advisors and financial analyst to receive an independent, unbiased review of your current investments and financial planning documents. Reviewing your documents and portfolio for asset returns, allocation model, risks, expenses, cash flow, and tax consequences will provide a deeper conversation answering the question: Are your financial goals being met?
PARTNER WITH A DEDICATED WEALTH ADVISOR
First Point Financial Management & Trust Services offers you access to a dedicated wealth advisor and team of administration, operations and portfolio management staff who will support you with personalized service, focused on meeting your planning goals and desires. You may also direct that we partner with your family and other trusted advisors in administration of your plan.