First National Bank

Add Hours

More Info

Be the first to add a photo!

Hi there!
Be the first to review!

Click to Rate

Phone: (513) 336-7880

Address: 9600 S Mason Montgomery Rd Unit 1, Mason, OH 45040

Tax Planning
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Charitable Giving
Estate Taxes
Roth IRA
Traditional IRAs vs. Roth IRAs | Taxes and Building Wealth The year is wrapping up and a goal for a lot of Americans means building wealth for a stable future. For many this means re-working the family budget, looking for money-saving discounts, and learning new ways to keep more money in the bank. One great way to keep […]
Income Tax
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Bonds
Wealth Management
Plan for the future while avoiding taxes today! Open an IRA or SEP account and earn interest while building a substantial retirement fund. Our wealth management team can help you determine the best retirement options.*

Payroll Services
Sage Payroll Services make it easy for businesses to streamline the payroll process. Our self-service online payroll service is ideal for most businesses with 1 to 10 employees.*

Financial Planning
Financial Planning for businesses can take many different forms. We meet you where you are in the business cycle. We can assist from start-up to disposition. We help you look at the “big picture” and how that will impact you and your employees on a personal level. We can help you with...
Retirement Planning
Long Term Care
Asset Management
If you trust us to manage your assets, we are dedicated primarily to helping you achieve your organizational goals. We craft a detailed Investment Policy Statement that helps guide investment decisions and keeps board members apprised of the organization’s asset management strategy and fees. We also have a special fee structure exclusively for Non-Profits, leaving you more of the money needed to do the good work you do.
College Funding
We work with you to develop an asset management plan that addresses your unique goals that goes well beyond the typical “risk tolerance” questionnaire. We strive to understand your feelings and philosophy about saving, investing, and utilizing your money. If for retirement, college funding, generational transfer, or charitable goals, we will work with you to build an asset management plan that keeps your goals as the top priority, but also considers fee structure, tax ramifications, policy changes, and more that could affect your portfolio over the long run.

Provided by