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.
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:
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
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.
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.
Financial Assets Wisely
- Talk to a
member of our Wealth Management Group for information about other
financial management services you can benefit from, including:
- Charitable planning
- Estate planning
- Fiduciary services
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
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.
from First American Wealth Management Group will contact you to
provide requested information.