Wealth Management Trust Planning
Trusts are more common today in helping investors like you carry out your plans and protect your assets. First National Wealth Management is here to add our experience and expertise to your revocable or irrevocable trust planning.
The same trust officers who help you plan your trust can also handle its administration, ensuring that your carefully made plans will be carried out as you intended. Your heirs will also have access to First National Wealth Management professionals.
To schedule an appointment with a First National Wealth Management advisor, call 517.545.2231 or e-mail us.
Non-deposit investment products 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 will subject the purchaser to investment risk, including the possible loss of the principal amount invested.