Simplify your banking
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Our Approach

Understand your objectives. We begin with a
comprehensive review of your objectives, lifestyle expectations and risk
tolerance. We will work with you to develop a Personal Investment Policy
Statement tailored to match your tolerance for risk and your goals for
income, liquidity and return. This information is essential for developing
a customized financial plan focused on your goals and dreams.


Assess your financial picture. Together we will
gather all the pertinent information to successfully evaluate your current
financial situation and goals and develop the building blocks of your
strategic financial plan.


Develop a personalized financial plan.
After understanding your goals and your current financial picture, your
experienced financial planning team will tailor a plan that seeks to maximize your
potential returns while minimizing your tax burden. We will work closely
with you so you understand the personalized investment strategies within
your plan.


Provide ongoing, responsive service.
We continually monitor and analyze your asset allocations and returns
to help ensure your financial objectives are being addressed. We focus on
diversification in our effort to deliver effective results. Through quarterly reporting
and annual reviews, we keep you up-to-date on your plan progress and
your current financial situation.


We know that life can bring unanticipated events. That’s why you don’t have to wait for your quarterly report or annual review to talk to us. Your financial planning team is readily available for strategic advice and planning whenever you need us.

Financial Planning

 

 
 
Securities and Financial Planning offered through LPL Financial, a registered investment advisor.
Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.
First National Bank and First Point Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, FL, GA, IA, IL, KY, MA, MD, MI, MN, MO, NC, NE, NM, TX, VA, WI

 

 

 

 

What Banking Should Be.