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About Us

Client Centered

First National Investment Services is a comprehensive financial planning firm specializing in empowering our clients to pursue financial independence. We are committed to being a part of our beautiful, small-town communities while serving local and visiting clients.

We are a proud extension of First National Bank, a family-owned financial institution serving customers for over a century. Together, we provide a trusted, experienced one-stop shop for all your financial needs.

Whether you are looking to retire with confidence, or are just starting to consider your financial future, we are dedicated to providing exceptional financial planning to assist you with your goals.  

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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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