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Investing and financial planning
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Learn MoreWe put a priority on personal attention and preparing for tomorrow
Financial planning is about more than growing wealth. It's a road map to prepare for life events that can include buying a home, starting a family or business, sending children to college, and, some day, retirement. At First American Bank, our experienced team will meet with you at no cost, discuss your future goals, and then collaborate on a strategy for reaching them. Topics might include:
- An analysis of your current financial strengths and weaknesses
- Savings and investment strategies
- Discussion of your tax situation
- Planning for major life events such as college and retirement
- Insurance needs and potential medical expenses
- Review of your existing estate plan
First American Bank is a full-service bank with branches in Illinois, Wisconsin and Florida.
Disclosures
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit
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