Broker Check

Products & Services

At InFirst Financial Advisors LLC, we provide assistance in the following areas:

Investments**

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Investment Advisory Accounts
  • Traditional IRA
  • Roth IRA
  • 529 College Savings Plan
  • Brokered CDs
  • Treasury Bills
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Mutual Funds
  • REITs 
  • Fixed Annuity

Financial Planning**

  • Comprehensive and Modular Plans
  • Retirement Planning
  • Estate Planning
  • College Funding Planning
  • Goal Planning
  • Major Purchase Planning

Retirement Plans and Programs**

  • 401(k) Plans
  • Profit Sharing Plans
  • Solo 401(k) Plans
  • Simple IRAs
  • 403(b) Plans
  • Money Purchase Plans 
  • SEP IRAs

Insurance Programs**

  • Life Insurance
  • Long Term Care Insurance
  • Weath Transfer Programs

**Securities and investment advisory services offered through Osaic Investments, Inc.