Safe, Secure Online Banking

Wealth Management Retirement Planning

Your quality of life in retirement is a direct result of the financial planning that needs to begin before your last day on the job. Whatever your retirement plans, First National Wealth Management can help you understand what it will take to get there and build a plan to help make it a reality.

How you are situated for retirement is just as unique as your dreams and expectations. The First National Wealth Management professionals will help guide you through the key components of your current retirement portfolio: savings, pension plans, IRAs and Social Security. The way assets are allocated in your retirement plans often affects other savings and investments, even your family home.

If you’re a business owner, there are other considerations like an individual 401(k), SEP-IRA or profit sharing. We’ll help you select and use the tools best suited to your retirement planning situation.

To schedule an appointment with a First National Wealth Management advisor, call 517.545.2231 or e-mail us.

Click here for easy-to-use Financial Calculators to help you with Personal Finance, Retirement Savings and Planning, Taxes and more.

Non-deposit investments are not insured by the FDIC. Non-deposit investment products are NOT obligations of, or guaranteed by, First National Bank or First National Wealth Management. Non-deposit investment products subject the purchaser to investment risk, including the possible loss of the principal amount invested.