Tax Evaluation

Tax Evaluation

Practical Tax Advice

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. Our goal is to help navigate you through complicated financial situations that may arise, while legally minimizing your taxation responsibilities. Rest assured, our team carefully follows all guidelines outlined by the IRS; there can be strict disciplinary action and penalties for failing to do so. 

Our Focus

  • Evaluation of income tax efficiency
  • Income tax deferral strategies
  • Use of retirement plans
  • Timing issues

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!

Gene Todd
Contact Gene

Bill Dolan 
Contact Bill

Other States
Gene Todd
Contact Me

Existing Account Support
Michelle Rogers
Contact Michelle