Managing Personal Financial Risks

One of the greatest risks in a financial plan occurs when the plan cannot be completed due to illness or death of a family’s significant income earner. What hardships are taken on by a family when one of its income earners is not here to finish the plan? The solution to this risk is addressed in a financial plan. We show our clients how to solve this risk with solutions that have manageable costs.

Schedule a meeting with one of our advisors today. Call or leave us a message.

Securities offered through Calton & Associates, Inc. Member FINRA and SIPC.

First Investment Corporation is an investment adviser registered in the states of Oklahoma, Texas, Arkansas, Florida, and Kansas.

First Investment Corporation is not owned or controlled by Calton & Associates, Inc.

Need help with one of these services?

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