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
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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.
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