Skip to Content

Financial Planning

Personal attention, personal plan.

First Investments and Planning Logo

Happy couple making dinner together

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

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.


Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE