FINANCIAL MANAGEMENT
Enjoy reliable, realistic financial assistance from our full-service Financial Management & Trust Services Department. We can help you meet your diverse needs, from the everyday to the long-term, all from one place – First National Bank.

• Pay bills – property taxes, insurance premiums, income tax estimates, utility charges, medical bills, charitable bills, etc.
• File insurance claims
• Collect and deposit dividend and interest checks; collect funds from maturing securities
• Monitor stocks and act upon stock splits, conversions, and calls
• Hold securities in safekeeping
• Provide easy-to-understand reports and complete income tax records

We can help you determine:

• If stocks, bonds, or tax-exempt securities are appropriate
• The right time to retain or dispose of real estate
• The advantages of gifting
• How estate planning might be beneficial to you
• If your investments are positioned to meet your retirement goals

Contact our Financial Management & Trust Services Department for more information at trust@FNBames.com or call (515) 663-3037.

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FINANCIAL MANAGEMENT AND TRUST SERVICES
Financial Management | Trustee | Executor | Conservator | Escrow Agent

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