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Financial Consulting

Our Wealth Management Group is a dedicated team of financial management professionals whose advice and ideas are available to any customer of First American Bank — individuals, privately owned businesses, business owners and their families. In addition, we offer consulting services to charitable entities and other nonprofits.

Whether you consult with us about corporate, institutional or individual financial planning, we’ll be happy to share insights with you on 13 key issues you’ll need to consider in preparing for your future financial security.

Here is a sampling of the financial consulting services available from First American’s Wealth Management Group:

Help Create and Grow Wealth

  • We have designed a comprehensive, leave-no-stone-unturned process to discern your goals and priorities. This is the all-important first step in successful financial consulting.
  • A full range of investment management services is available to you, including
         -
    Managed asset allocation models
         - Separate account management
         - Mutual funds and annuities
         - Fixed income and equity securities
  • We provide regular communication and review to help you stay on course.
  • Count on our Wealth Management Group for retirement and IRA planning, as well as exclusive private banking services.

Protect and Preserve Wealth

  • We offer insurance products that protect against loss of income due to death or disability.
  • Key components of your security are long-term care planning and group insurance plans that we offer to you and your employees.

Distribute Financial Assets Wisely

  • Talk to a member of our Wealth Management Group for information about other financial management services you can benefit from, including:
         -
    Business succession planning
         - Charitable planning
         - Estate planning
         - Fiduciary services

 


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered through Ameritas Investment Corp. (AIC). Member NASD/SIPC. AIC and First American Wealth Management Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.