FIRST STATE BANK’S WEALTH MANAGEMENT SERVICES

Effectively Manage Your Wealth with First State Bank

Our Wealth Management Services
We conveniently offer a wide array of Wealth Management services. With more than a century of experience in the industry, First State Bank is well equipped to assist you with your Wealth Management needs. By offering assistance with services ranging from Living Trusts to Retirement Planning, we are more than capable of helping you achieve your goals. To learn more about our Wealth Management services, we encourage you to read through the list below.

Living Trust

Get a process in place for managing your assets should something happen to you. First State Bank can act as a complete Corporate Trustee for your Living Trust.

Estate Administration

We understand how hard it is to lose a loved one. We can help with gathering, valuation, appraisal, payment of debts/expenses, recordkeeping, and final distribution of assets.

Guardianships

Our expert staff is fully authorized to act as guardian of assets. We initiate a plan to manage the assets in the best interest of the protected person.

Testamentary Trusts

Caring for the loved ones you leave behind is a primary component of estate planning. A Testamentary Trust provides future benefits and financial protection for designated beneficiaries.

Charitable Trusts

We are fully authorized and qualified to administer your estate through a Charitable Trust. Your specific wishes are executed, with assets administered to the charities of your choice.

Investment, Management & Custodial Services

We help develop an asset investment plan to fit your needs and objectives. Enjoy flexibility with regard to your level of involvement in your portfolio management.

Retirement Planning

We can help you establish a traditional IRA, self-directed IRA, Roth IRA, SEP, or 401K. Our experienced investment team will help you implement the ideal investment strategy.

Investment & Brokerage Services

To help you better manage your wealth, First State Bank offers Investment and Brokerage services including IRAs, Brokerage Accounts, Education Funding, Managed Accounts and more!