First American Trust offers people in our community a full range of financial products and services. Our associates believe that debt management, tax strategies planning, retirement planning and estate preservation strategies, should be a top priority for business owners, individuals and families of all ages and income ranges.
Because many people regard financial management as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
That's where First American Trust can help. Our goal is to help take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information and strategies you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.
Here are some of our offerings:
Financial Analysis and Strategies
Wealth Management Services
Mutual Funds & Annuities
Retirement plans: 401(k), 403(b) & Profit Sharing Plans and SIMPLE plans
Disability Income Insurance
IRAs, including (SEPs, Roth)
College Education Funding, including 529 plans and Coverdell Education Savings Accounts
Long-Term Care Insurance
Health Insurance (Group, Medicare Supplement & Individual)