Wealth Management & Estate Planning

Personal Agency Accounts

Are you concerned about the future and determining the best way to make your hard-earned money work and grow?

Our Personal Agency Account allows you the opportunity to save for your future and grow your assets.

Please note that investments are at the risk of the customer, and are not FDIC insured. They are not guaranteed by the bank and may lose value.


Estate Administration

Proper estate planning ensures your beneficiaries will receive their inheritance per your wishes, and will help minimize taxes and related probate expenses. Our Trust professionals work with you and your estate-planning attorney to create a plan to:

  • Provide for the security of a spouse, child or other beneficiary
  • Transfer assets to your intended heirs at your death with minimum cost

We encourage you to arrange a no-cost consultation with one of our Trust professionals to discuss estate-planning opportunities.

Please note that investments are at the risk of the customer, and are not FDIC insured. They are not guaranteed by the bank and may lose value.


Personal Trusts

Whether your Trust need is simple or complex, our Wealth Management and Estate Planning area is here to help you.

A Wealth Management professional can help you identify your needs, desires, and objectives. If you do not have an estate planning attorney, we can provide you with a list of recommended attorneys and accountants who can assist you in creating or updating your Trust documents.

If you have an existing Trust, we encourage you to consider FAB&T as your Trustee, or Successor Trustee. We have a long history of working with families to ensure the planning document is followed.

Please note that investments are at the risk of the customer, and are not FDIC insured. They are not guaranteed by the bank and may lose value.


Individual Retirement

Whether you want to establish a new IRA, transfer an existing IRA from another institution, or rollover funds from a previous employer, we have a solution that is right for you. We offer a variety of savings options including fixed-rate certificates. Contact us today to start saving for your future.

Please note that investments are at the risk of the customer, and are not FDIC insured. They are not guaranteed by the bank and may lose value.


Employee Benefit Plans

We offer a variety of retirement and/or profit-sharing plans that match your business objectives. Retirement plans may offer tax incentives to both the employer and employee, while encouraging a long-term employment commitment.

Please note that investments are at the risk of the customer, and are not FDIC insured. They are not guaranteed by the bank and may lose value.


Contact Us

We look forward to the opportunity to meet with you, and develop a strategic plan which helps you meet your financial goals. 

Contact us at 800.982.4511 to visit with us or set up an appointment. 

Account Access

If you are currently enrolled for online account viewing through our Wealth Management Department, click here to access your account information. 

If you are not currently enrolled, please click here to contact one of our Wealth Management specialists.