First National Wealth Management
Trust in us to help guide your financial future.
Wealth Management provides a higher level of service. Think of us as a general contractor. We may bring in someone to write your will/trust. However, we have discussed most of the issues your attorney will bring up and we coordinate everything.
We do this by developing a financial plan that is based on your goals and concerns.
Shane is your knowledgeable, trustworthy advisor, with over 15 years of experience. He is old enough to be qualified, yet young enough to get you to and through retirement.
Our first priority is always looking after you and your investments. Our goal is to have everything in place and ticking like a clock. This is to allow you to enjoy life and let us worry about your finances.
Assistant Sales Associate
We’d love to hear from you!