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

Get Started / Questions?

Learn more about Business 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!

Rich Arnold
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Bill Dolan 
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Other States
Gene Todd
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Existing Account Support
Michelle Rogers
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Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Brokerage products are offered through First Brokerage America, LLC, Member FINRA/SIPC, registered investment adviser and insurance agency offering securities, investment advisory services and insurance products.  Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494). First Brokerage America, LLC, First Banc Insurance Service, LLC and First Bank are affiliates through common ownership.  Deposit products are offered by First Bank, Member FDIC.  Investment and insurance products are NOT FDIC insured, are NOT guaranteed by First Bank, and MAY lose value.