When caring for loved ones with special needs, care must be taken to ensure your largess doesn't reduce other financial support for which they are eligible. The Wealth Management team will ensure that your wealth works optimally for your loved one for years to come.
- Enhance quality of life by providing funds to pay for certain allowable items.
- Preserve Social Security Disability income, and other federal and state benefits.
- Select trusted parties to care for your loved ones assets
* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. https://brokercheck.finra.org/