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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
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Feel good about your financial journey.

No matter where you begin, FNBO is with you where you are, by your side, to provide guidance and encouragement along the way. Gain a better understanding of your finances with this simple financial analysis. It takes less than five minutes and you'll receive a personalized report.

Our Team

Thoughtful, timely investing and planning insights from leading edge professionals.