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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

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