Download the app today!
Download the app today!
Download the app today!
Download the app today!
Download the app today!
Download the app today!
Download the app today!
Download the app today!
Download the app today!
When it comes to giving back, the possibilities are endless. We're here to help you define your charitable vision, not just from a financial perspective, but also considering personal and tax strategy angles. Once we've unlocked the potential of your philanthropic reach, we'll help you craft a strategic roadmap to turn those dreams into impactful realities that align with your long-term goals.
It's your chance to make a difference, and we're here to guide you every step of the way.
It's no surprise that charitable contributions can have tax advantages. That makes it even more important to have a charitable giving plan in place that strategically optimizes benefits for you, the donor, while multiplying the benefits of your wealth.
Allow us to assist you in leaving a lasting impact on the causes that hold special meanings to you while also offering potential tax advantages for your estate and those you leave behind. Work with a charitable giving and estate planning professional to create a giving plan that works best for you.
First Trust and Wealth Management is a division of First Bank and Trust Company, providing comprehensive asset management, wealth banking services, and trust and estate planning. It's important to remember that past performance is not a guarantee of future returns.
Investment Products: • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Insurance Products: • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
