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Financial Services

We focus on the things that will better help our clients.

When planning your financial future, the key is to ask the right questions. Knowing what you are looking for will allow you to establish your needs so that together, we can create the perfect plan. At First State Financial Planners, we choose to be proactive in our approach to prevent any issues that may arise when creating your financial future. We continually refine our methods to provide the best possible service for you.

Investment products have specific purposes and time frames in which they are at their most beneficial. Without knowing your personal situation and needs, it can be a shot in the dark to determine the best course of action. We get to know our clients, and we make an individualized plan that will work specifically for you. Knowing what you really want out of your future is the foundation to creating this plan, and getting there.

Key Services

  • Asset Protection
  • Charitable Giving
  • Estate Planning
  • Financial Planning
  • Income Planning
  • Investment Planning
  • IRA and 401(K) Rollovers
  • IRA Legacy Planning
  • Life Insurance
  • Long Term Care
  • Retirement Planning
  • Social Security Planning
  • Tax Preparation
  • Trusts & Probate