THE LEGACY PLAN

You’ve worked hard, now it’s time to enjoy! First Bank can help you manage your retirement years and get the most out of life, protect your legacy with a Legacy Plan.  Now more than ever you need to make sure your investments are allocated correctly.  We understand the personal nature of your decisions which is why we offer an array of investment, deposit, and insurance products. 

• Retirement / Wealth Preservation
• Investment Planning*
• Trust Services
• CDs / Money Markets
• Life Insurance*
• Checking Account
• Debit MasterCard®
• Online Banking / Bill Pay
• eStatement
• Wireless Notifications

*Annuities/Mutual Funds/Life Insurance: First Brokerage America, LLC is a FINRA-registered broker/dealer and member SIPC. Products are not FDIC insured and are not a deposit or other obligation of or guaranteed by the Bank or its affiliates, and involve risk including the possible loss of principal amount invested and are not insured by a federal government agency. First Brokerage America, LLC is an affiliate of First Bank through common ownership. Insurance products in CA are offered through First Banc Insurance Service, LLC, CA DOI 0C42494. See investment representative for details.