Life doesn’t happen all at once; it happens a little at a time. Year after year your priorities can change, which means your financial needs can also change along the way. But no matter where you’re at in life, it’s important to look ahead and plan for your future.
Working with a financial advisor can help you navigate those pathways through life. First Mid financial advisors understand that financial plans should be unique to the individual. When you work with us, we’ll take time to understand what’s most important to you and how we can help you achieve your goals – no matter which stage of life you’re in.
Early Career
Getting Started
- First job
- Establish credit
- Pay down student loans
- Marriage
- Starter home
Mid-Career
Balancing Act
- Family
- Education
- Buy or upgrade home
- Accelerate saving
- Insurance
- Estate planning
Pre-Retirement
Building Financial Flexibility
- Reduce obligations
- Pay off mortgage or downsize
- Change insurance
- Increase savings
- Reassess estate plan
- Care for parents
Retirement
Rewards and Planning
- From saving to spending
- Gauge expenses
- Generate income
- Health care
- Long-term care
- Wealth transfer
Contact Us – Financial Pathways
Please provide the following information to connect with a First Mid financial advisor.
"*" indicates required fields
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance or government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Privacy Notice.
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.
First Mid Bank & Trust and First Mid Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
Check the background of this firm on FINRA’s BrokerCheck.
