Financial Planning

We understand that financial plans should be unique to each individual, which is why we make sure to take the time to understand what’s most important to you and how we can help you achieve your financial goals.

Together, we will:

  • Address a budget based on your income and expenses
  • Evaluate your insurance coverage and needs
  • Help you set up an investment plan so that your money can grow
  • Develop an estate plan
  • Plan for your retirement

Remember, as life evolves, make sure to check in with your financial advisor annually so that your plan is updated to reflect any changes that could affect your financial goals.

Call 1-888-518-7878 or e-mail us today!


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.

Share Button