Planning is an independent fiduciary providing financial planning and investment management services. The firm employs a customized approach to address portfolio diversification, equity compensation, tax strategy, insurance, budgeting and cash

as First Bank & Trust, offers products and services for individuals and businesses. The bank serves customers in plan services, investment services and insurance services; commercial services, such as treasury management services, business financing and international trade services; home loans; and investments.

service dedicated to providing high-quality financial advice to businesses and individuals. With a focus on cash flow management, business tax planning and financial forecasting, they offer Virtual CFO Services, Virtual Bookkeeper, tax services, forensic accounting services and a variety of