Product InformationWealth Management Trust Services

First National Bank North Platte, a leading financial services provider, has guided business owners, corporate decision-makers and high-net-worth individuals for decades in building, maintaining and preserving their assets.

We recognize that there has been a significant change in recent years in how individuals accumulate wealth and in the relative age at which people need wealth management services. Today, the face of the affluent individual spans gender and generations, the result of a thriving economy and financial markets that have mushroomed during the past twenty years.

Trust Services

First National Bank North Platte is dedicated to the principles of objective fiduciary management and truly personalized trust services. Professionals in our trust division form a highly specialized management team of administrators, certified trust financial advisors, and certified retirement services professionals. Our certified financial analysts provide consistent, competitive returns whether building a portfolio for the future or preserving current assets.

Based upon personal income needs, desired asset growth, income tax status, and portfolio risk acknowledgment, First National Bank North Platte will design a comprehensive financial package adaptable to your individual estate planning goals.

Who Needs Trust Services

Most individuals find themselves in need of help managing their assets to some degree. Current economic growth (having more) and the complexity of the U.S. tax structure (keeping more) have helped increase the need for more individuals to start planning and managing their estate.

Products and Services

  • Investment Management Agreements
  • Living Trust
  • Personal Representative/Executorships
  • Trustee Under Will
  • Gifting Trust
  • Conservatorship
  • Charitable Foundations
  • Endowments
  • Retirement Plans

Advantages

  • You remain in control
  • Local contact with access to sophisticated services and products
  • Avoid probate
  • Minimize estate taxes
  • Solutions to protect assets
  • Active management of assets by a professional investment manager
  • Pay bills and monitor expenses - Cash Flow Management
  • Pay Federal & State quarterly tax payments (if applicable)
  • Third party administration to avoid conflicts
  • Reasonable fees for personal and business needs
  • Professional management for real estate and commercial property

For more information contact us at (308) 535-6207 or toll free at
1-800-658-4241.

 

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