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Our Approach

Confidence in your financial future.

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Planning Process Diagram - Define and Prioritize Goals - Review Current Financial Situation - Analyze Information - Develop a Comprehensive Plan - Implement Plan - Review Progress and Adjust as Needed

It’s never too soon to start. It’s never too late to begin.

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We can’t say it enough: it doesn’t matter how much money you decide to invest every month, or when you decide to begin, what’s important is that you make the decision to positively shape your financial future. Whether you’re a beginner, a seasoned pro, catching up or changing plans, we have the tools and professionals to help you achieve your goals.

We start by getting to know you, your goals, how you envision retirement, future lifestyle, risk tolerance and so much more. Once we know the big picture, then we’ll start discussing strategies like creating a personalized portfolio and then help you develop a plan that meets your needs.

Knowing your future is well-planned can help make your journey more enjoyable.

When complete, your plan could include:

· Fee-based managed accounts
· Mutual funds
· Stocks and bonds
· Traditional and Roth IRAs
· Tax-deferred fixed and variable annuities
· Life, disability and long-term care insurance

Plan. Invest. Review. Repeat.

At First Investments & Planning, financial planning isn’t a one-time event. It’s an ongoing process to meet your changing needs. We believe this level of personal service is essential for financial success.

Combined with professional guidance and comprehensive products, we’ll work together to achieve your goals while creating understanding and peace of mind. To get started building your financial future, contact us or submit an inquiry today.

Meet Our Team