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Financial Planning

Personal attention, personal plan.

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Your goals deserve their own plan.

Everyone has their own unique goals and plans for the future. That’s why we always listen first, and get to know your goals before creating a personalized plan. When you work with First National Investments & Planning, you’ll find a partner who’s as focused on your goals as you are.

Our investment and planning services include:

  • Planning for retirement, education, protection and estate planning
  • Fee-based managed accounts
  • Mutual funds
  • Stocks and bonds
  • Traditional, Roth, and education IRAs
  • Tax-deferred fixed and variable annuities
  • Life, disability and long-term care insurance
Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not guaranteed by the bank, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal. First National Bank is not a registered broker/dealer and is independent of Raymond James Financial Services.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James Corporate Privacy Notice may be accessed at Privacy Notice.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.