Business Planning

Business Planning

Strategic Business Planning

Have you thought about all of the challenges facing your business today?  And in the future?   A First Bank Wealth Planning Specialist can help. We will work with you to assess your business situation and recommend investment programs and services designed to increase corporate and personal net worth under current tax law.  After we establish your short-term and long-term business plans, we’ll help you implement those plans to their fullest potential.

Our Focus

  • Business financing consultation
  • Cash management advice
  • Merchant services review
  • Business risk assessment
  • Executive compensation planning
  • Succession planning
  • Retirement planning

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Gene Todd
Contact Gene

Bill Dolan 
Contact Bill

Other States
Gene Todd
Contact Me

Existing Account Support
Michelle Stevson
Contact Michelle