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FNB Financial Group may assist you with the following services:
INVESTMENT MANAGEMENT
Plan for your future with confidence. Our experienced investment professionals will work with you to understand your individual needs and provide you with solid advice to help you achieve your goals...advice that can only be learned through years of investment experience. This experience teamed with a disciplined investment philosophy is what assists us in developing your personal investment strategy. Working with a FNB Financial Group professional will also afford you the opportunity to consolidate and manage all of your financial assets in one location.
FINANCIAL PLANNING
FNB Financial Group wants to assist you in taking control of your financial affairs and achieving your financial goals. Our financial planning services will help you to do just that. Whether you're just starting to pay attention to your financial affairs or have seen your assets grow to the point where you no longer feel comfortable "going it alone" we're ready to work with you. It's not easy to navigate today's confusing world of personal finance. There are many risks to be aware of and many decisions to be made along the way.
TRUSTS & ESTATES
REVOCABLE LIVING TRUST
A revocable living trust is quite flexible, and can be a problem-solver by providing management of your financial affairs should you become disabled, consolidation of your financial assets and tax reporting, complete or partial investment management, and allows for strategic distribution of the principal at your death, all in the context of complete confidentiality. In addition, a revocable living trust may be designed to save estate tax.
INVESTMENT MANAGEMENT AGENCY
An investment management account provides custody and management of your financial assets, tax reporting and bill payment capabilities.. At your death the remaining balance is distributed to your estate.
TESTAMENTARY TRUST
Established by an individual's will, usually for the benefit of a surviving spouse or family member. A testamentary trust provides bank custody of assets, professional investment management, fiduciary administration of the trust, and may be designed to save estate tax.
ESTATE SETTLEMENT
You may appoint Farmers National Bank as the primary or a contingent executor in your will. When appointed, we collect all assets of your estate, pay bills and expenses, file necessary tax forms and distribute assets as directed by your will.
ESTATE AND INVESTMENT PLANNING
Farmers National Bank offers estate, financial, retirement, and investment planning to our current bank clients, or to those interested in our services. Currently there is no charge for this service.
MANAGED IRA
All IRA's are held as Individual Retirement Trusts, with the bank serving as trustee. Bank-provided custody, investment management of assets, capability of bill paying and your ability to establish further controls over the assets beyond your lifetime reflect the key features.
CHARITABLE TRUSTS
Charitable Remainder Trusts can provide a very tax efficient conversion of low tax basis assets into a strong current income stream while benefiting your favorite charity. This arrangement may provide significant income tax advantages.
PRIVATE BANKING
Private Banking is about working with clients to assist them in the growing, preserving, and distribution of their estate. This is a lifetime process that begins with a personal relationship between you and your private banker. Our private banker acts as a guide to a range of solutions for every stage of your life. You will be guided to service providers within our group that can address your personal financial needs and goals.
Your personal Private Banker can deliver a full array of banking services, with the personal attention upon which we have built our reputation since the bank opened its' doors in 1879.
The information in the web site is for United States residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
For further information on the services offered through FNB Financial Group, please call 859-238-0671
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