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Our Planning Process Info Graphic

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

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.

Connect with an Advisor

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.  However, when appropriate, commission brokerage accounts are available.

Meet Our Team

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

Commentary & Insights

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

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, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures 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

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

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Only deposit products are FDIC insured.

 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