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Ideally, you started investing for financial success early in life. You likely set goals, both short-term and long-term. Are you still on track? Do you now have goals that you hadn’t previously considered? Having a financial plan helps you assess where you are today and where you want to go next.
At F&M Trust, our wealth advisors help you evaluate your investments and identify any gaps in your plan. As fiduciaries, our team is committed to a high standard of care and is bound by state and federal regulations to act in your best interest when administering your financial plan. Some areas where you will find we have exceptional expertise are:
Financial Power of Attorney • Estate Settlement • Trust Administration
People often rely on friends or family members to administer their Estate, Trust, or Guardianship. This can lead to stress and strain for someone who isn’t well versed in the intricacies of the legal and financial rules that govern prudent management. It can also place a tremendous burden on your loved ones or lead to family arguments over decisions that are made.
Instead, count on F&M Trust’s highly trained team to manage your finances.
Give us a call or stop into a nearby location. Our website also offers a wealth of information about investing based on where you are in your life’s journey. Learn more about how we have been defining what it means to be a community bank for more than 100 years at fmtrust.bank.
Corporate
1500 Nitterhouse Dr, Chambersburg, PA 17201
Regional
4050 Crums Mill Rd, Harrisburg, PA 17112
