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Financial Planning

Personal attention, personal plan.

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Your goals deserve their own plan.

Everyone has their own unique goals and plans for the future. That’s why we always listen first, and get to know your goals before creating a personalized plan. When you work with First Investments & Planning, you’ll find a partner who’s as focused on your goals as you are.

Our investment and planning services include:

  • Planning for retirement, education, protection and estate planning
  • Fee-based managed accounts
  • Mutual funds
  • Stocks and bonds
  • Traditional, Roth, and education IRAs
  • Tax-deferred fixed and variable annuities
  • Life, disability and long-term care insurance

Our Team