INVEST for Now, INVEST for Later, INVEST for YOU!

 With the expertise of your First Investment Services Representative and the convenience of a full-service firm at your command, achieving financial independence can be more than just a dream.  We're ready to help you turn your financial goals into a reality.

Your First Investment Services Representative is prepared to assist you with a broad selection of products through Investment Professionals, Inc.:

Mutual Funds Life Insurance
Unit Investment Trusts   Long-Term Care Insurance
Fixed and Variable Annuities IRA's and Roth IRA's
Stocks  Fee-Based Asset Management
Bonds  Exchange-Traded Funds (EFT's)

   
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

More Newsletters →