Financial Management & Trust Services
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Welcome
Welcome, we're so glad you're here. We would like to introduce ourselves, explain the full range of Trust services, and outline ways we may be able to help you.
Financial Management & Trust Services is part of First National Bank, founded in Ames, Iowa, in 1903. We are part of the bank's personalized line of financial services known as First Point Wealth Solutions.
Our Clients
Having served generations of families, we have found that our clients typically come to us because they are seeking peace of mind, knowledge, resources, and experts in the administration of trusts, financial management and investments. In addition, most clients are looking for professionals who will be sensitive and respectful of their personal needs.
A variety of life events can serve as a catalyst to meet with our staff, such as:
- Working with an attorney on your estate plan.
- Starting to think about retirement and future goals.
- Making a transition to a senior living community.
- Planning to ensure family members are provided for in the event of unforeseen situations.
- Considering succession planning for a family farm or business.
- Providing for a dependent child with special needs.
- Experiencing a health condition.
- Dealing with the loss of a family member who has dealt with the family's finances.
- Seeking someone to help manage their day-to-day finances.
- Looking for wealth protection.
Our services can benefit a variety of individuals and families. We encourage you to begin thinking about estate planning, trusts and long-term financial goals as early as possible.
Our Services
Our team of Trust advisors, investment advisors, and financial management professionals are here to assist in meeting your financial needs. We offer:
Your Goals are Our Priority
Our advisors listen to your needs and what matters most to you and your family. They work with you one-to-one to help identify strategies that will best fit your personal situation. Such strategies may help minimize your tax burden, grow and protect your assets, manage your finances, or develop an estate succession plan.
Connect with a Wealth Advisor
We would enjoy getting to know you and learning how we can be of service. To arrange an appointment, give us a call at 515-663-3037 or use the "Connect with Us" form below.
We are located at First National Bank, 405 5th Street in Ames, but are willing to meet you at any of our bank branches, via video conference call, or at your residence for your convenience.
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