Retirement Planning Services

Planning

Anticipating Retirement: A Peek into the Future

Beginning your retirement planning journey with a financial advisor charts the course to your future financial dreams. Our retirement planning services are tailored to help you enjoy each day worry-free knowing the life you envisioned post-retirement is ready and waiting.

We know life goals are unique, so our retirement plan consultants work with you to develop a plan that aligns with what truly matters to you...and we'll help you adapt as your retirement plans evolve.

Retirement Planning Services Include:

Retirement readiness projections through net worth and asset analysis.
Review of estimated benefits like pensions, annuities, and social security.
Review of current retirement contributions to 401Ks and IRAs.
Asset and portfolio management.
Debt elimination.
Planning for medical expenses as you age.

Estate planning strategies including tax implications.

Expert Financial Advisors

Concierge-Level Retirement Preparation

Our retirement planning process was designed to provide top-tier service. We begin your journey with our first meeting, where we get to know your interests and goals. The first meeting tends to be the most in-depth one. After that, we touch base with you every few months or twice a year.

Retirement Planning Near You

Our advisors are conveniently located at First Bank and Trust Company branches throughout Virginia, North Carolina and Tennessee. But remember, we're always here to assist you, whether it's over the phone, through email, in-person or virtually.

Work Toward a Secure Retirement

Today is the perfect day to start planning for the retirement of your dreams. Use our Retirement Plan Calculator to craft your personalized retirement strategy.

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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.

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