Retirement Plan Consultation Services


At First National’s retirement plan consultation services, we design a plan that fits the needs and goals of you and your company, and every business is unique! If any of the following apply to you, contact us today to schedule a consultation or complimentary evaluation of your plan.
  • You are a business owner looking to maximize your tax deductions
  • You are interested in investing for retirement in a tax-sheltered account that offers creditor protection
  • You are looking for ways to attract and retain highly qualified employees
  • You have an existing retirement plan and would like to benchmark
Your service levels and fees Retirement Plan Offerings:
  • Start-up Plan strategy/design
  • Existing Plan evaluation/benchmarking
  • Defined Contribution Plans
  • Profit-Sharing Plans
  • 401(k) Plans
  • Deferred Compensation Plans