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Business Planning

Strategic Business Planning

Have you thought about all of the challenges facing your business today?  And in the future?   A First Bank Wealth Planning Specialist can help. We will work with you to assess your business situation and recommend investment programs and services designed to increase corporate and personal net worth under current tax law.  After we establish your short-term and long-term business plans, we’ll help you implement those plans to their fullest potential. 

Our Focus

  • Business financing consultation
  • Cash management advice
  • Merchant services review
  • Business risk assessment
  • Executive compensation planning
  • Succession planning
  • Retirement planning

Our Solutions

 

 

 

Estate & Legacy Planning   Tax Evaluation   Business Planning   Retirement Planning

Your legacy represents your life’s work and philosophies. It’s never too soon to start planning for the successful transfer and distribution of your assets to continue what is most important to you.
 
We feel working with a trusted financial partner should be like working with a friend. The trained experts at First Bank Wealth Management are on-hand, ready to assist with advanced, up-to-date knowledge in tax law.
 
Have you thought about all of the challenges facing your business today? And in the future? A First Bank Wealth Planning Specialist can help.
 
How do you envision your retirement? We can help make that vision into a reality. We will help you identify your specific retirement goals, then develop a plan and strategy to achieve those goals.

 

 

 

 

 

 

 

 

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Missouri/Illinois
Other Registered States

Gene Todd
800-452-1414
Contact Gene 
Existing Account Support
Michelle Stevson
800-452-1414
Contact Michelle