Trust & Retirement

Trust & Asset Management Services

First National Bank’s Trust services provide you with the peace of mind that comes from the guidance of skilled professionals. Our goal is to provide you and your family with financial security and tax savings. Some of our many Trust and Asset Management services include:

Estate Settlement Services
Guardianship
Asset Allocation Programs
Land Trusts
Financial Planning
Investment Management
Personal Trusts
Minor’s Trust
Personalized Private Banking Services

Employee Benefits & Retirement Services

As an extension from our business banking services, we can also help your company prepare and implement Employee Benefit and Retirement programs. Some of the many services we offer your business include:

Profit Sharing
Money Purchase Pensions
Defined Benefit Pensions
Simple Employee Pensions (SEPs)
Self-Directed IRAs
Federated IRAs
Roth IRAs

Corporate Trusts

First National Bank offers a variety of fiduciary and agency products to public and private corporations, and government entities. Our experienced trust officers can assist your organization with:

Custodial Services
Corporate Custody
Corporate Escrow Agent
Municipal Bond Trustee, Paying Agent & Registrar

Note: Except for IRAs and funds held in insured bank accounts, these investment products are not insured by the FIDC, Federal Reserve System, U.S. Government, or any other government agency. They are not bank deposits, obligations of the bank, guaranteed or endorsed by the bank. These products are subject to investment risk, including possible loss of principal invested.

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