Tax Evaluation

Tax Evaluation

Practical Tax Advice

We feel working with a trusted financial partner should be like working with a friend. The trained experts at First Bank Wealth Management are on-hand, ready to assist with advanced, up-to-date knowledge in tax law. Our goal is to help navigate you through complicated financial situations that may arise, while legally minimizing your taxation responsibilities. Rest assured, our team carefully follows all guidelines outlined by the IRS; there can be strict disciplinary action and penalties for failing to do so. 

Our Focus

  • Evaluation of income tax efficiency
  • Income tax deferral strategies
  • Use of retirement plans
  • Timing issues

Get Started / Questions?

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

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Gene Todd
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Bill Dolan 
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Other States
Gene Todd
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Existing Account Support
Michelle Stevson
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