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)


Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Retirees Spark a Surge in Small-Business Sales

Three business valuation methods are discussed with suggestions to help owners prepare for the sale of their businesses

Orchestrating an Exit

Devising a written business succession plan could ultimately benefit the owner, the owner’s family, and possibly the employees.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

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