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.