Helpful Resources
Investments through the Trust and Investment Services Department are not FDIC insured – may lose value – Not guaranteed by First Bank Richmond.
Helpful Resources
- 2017 Retirement Plan Limits
- Top 10 Reasons to Have a Will
- Comparison of Wills and Living Trusts
- Wills – The Cornerstone to Your Estate Plan
- What is a Revocable Living Trust?
Wealth Management Articles
Ask Alan Articles
- When is a Living Trust Appropriate?
- Why is Asset Allocation Important for Investing?
- Beneficiary Designations
- Can Your Investments be too Conservative?
- Does the DOW Reflect the Market?
- Ideas in Charitable Estate Planning
- How Do I Choose an Executor & Trustee?
- How Much Money Will I Need to Retire?
- How to Choose an Investment Advisor?
- How to Select Stocks to Beat the Market?
- Steps to Take in Preparing Your Estate Plan
Trust and Investment Newsletter
Online Banking
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Dept. Contacts
For more information on these products or to schedule an appointment, contact any of our trust and investment professionals.
Alan Spears
Senior Vice President
Senior Trust Officer
31 North 9th Street
Richmond, IN 47374
(765) 973-4209
(800) 548-8138, ext. 209
aspears@firstbankrichmond.com
Christy Evans
Administrative Assistant
Trust and Investment Services
31 North 9th Street
Richmond, IN 47374
(765) 973-4208
(800) 548-8138, ext. 208
cevans@firstbankrichmond.com
Note: Please do not include any personal or account information when submitting an e-mail. E-mail messages are not encrypted. If you need to give personal or account information, please telephone us or stop by one of our convenient locations.
