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

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Asset Management

Simplify your financial life

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

Create a retirement package for your employees

A strong employee retirement plan can increase your bottom line.

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First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

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.

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

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

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

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