Why Choose First Point

Ready to simplify your financials? At Iowa State Savings Bank, we focus on your specific needs and create a tailored plan to help reach your financial goals.

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Wealth Solutions Expertise

We will manage and safeguard your assets to provide the necessary income and growth to meet the needs of your beneficiaries through investment management and financial planning.

Local Decision Making

Our trust professionals will handle and administer your trust agreement with discretion and be there when needed to accomplish the tasks required on a timely basis.

Knowledge of Laws

We can properly interpret and follow the terms of your will or trust, consistent with applicable laws that govern the arrangement and ensure all tax matters are addressed correctly.

Consistency

Some trusts last for years or even through generations. We will administer your trust with consistency to ensure beneficiaries are treated fairly and receive what is entitled to them.

Additional Advantages

Locally delivered, personalized service
Professional asset management
Flexibility in tailoring services to meet your specific situation
Legal and regulatory oversight
Full array of services, including bill paying, and estate settlement

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