Tax Planning Services

Take advantage of tax strategies

Your financial strategies can create a healthier bottom line for you, your family and even your business, while limiting tax liabilityD. We’ll help you understand all of the tax sensitive solutions available, including transfer tax solutions through Charitable Giving and Estate Planning services and tax-deferred options ranging from annuities and life insurance to IRAs and 529 plans. We can also explore the option of using generational trusts to minimize tax liability. 

We work in partnership with your CPA and attorney to create a comprehensive tax planning plan designed to fit your personal financial goals, or those of your business.

Manage your tax strategy with confidence

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

Explore MoneyGuidePro
MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Explore MoneyGuidePro
Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Learn more about asset management
Qualified Retirement Plan

Create a retirement package for your employees

A strong employee retirement plan can increase your bottom line.
Learn more about qualified retirement

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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

Royal First Bank Wealth Management is a registered trademark of Royal First Bank BancShares, Inc. Royal First Bank Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; Royal First Bank Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and Royal First Bank Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through Royal First Bank Investor Services, Inc., Member FINRA and SIPC. Royal First Bank Asset Management, Inc. provides investment advisory services.

See more about Royal First Bank Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

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