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For all of the stages in your life:
Invest in your future.
The Advice for Life approach recognizes that we’re all on a special journey – and that each of us requires a road map to help us get to where we want to be. This disciplined planning process helps clients manage debt, better understand the financial decisions that support their situation, and improve family communication regarding money issues.
We believe that adopting a holistic planning approach that focuses first on your life goals and aspirations has the potential to improve the chances of achieving the future that you envision.
Don’t let your dreams fade. Call today for a consultation.Together we’ll chart a path to your future.
Advice for Life is a client-centric, holistic approach to financial guidance that reflects your priorities and specific life circumstances.
Before we get down to crunching numbers, we’ll talk about the things that are most important to you - family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together, we’ll figure out where you are now.
Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to address each of your goals. This is where we implement your customized plan.
Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.
What is your tolerance for risk? More importantly, what are your goals? A successful investment plan will account for those key elements and more. Turn to First State Investment Services to successfully invest in your future.
Planning for a successful financial future includes a sound insurance strategy that seeks to protect you and your loved ones from financial consequences from life’s events. The financial consultants at First State Investment Services seek to help you protect yourself and your family with valuable insurance coverage, including:
Disability Income Insurance
The financial consultants at First State Investment Services tailor your plan to where you are in life. From starting your first job to growing your family to preparing for retirement, working with a knowledgeable First State Investment Services advisor helps you plan for your future, no matter what stage you're in.
Estate Planning Strategies
Money Purchasing Plans
Profit Sharing Plans
To request more information or to schedule an appointment, please fill out the form below and we’ll follow up with you promptly.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL, or its licensed affiliates. First State Bank and First State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Investment Services, and may also be employees of First State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank or First State Investment Services. Securities and insurance offered through LPL or its affiliates are not:
Not insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value