Wealth Management Investments

Fixed Annuities

A fixed annuity is an investment product with a fixed interest rate backed by an insurance company(1). A lump-sum is invested with a set amount of income paid at regular intervals for the life of the product or the life of the investor. No taxes are paid on earnings until they are withdrawn(2). Fixed annuities could be a good investment option for individuals at, or nearing, retirement who want a stable income.

Stocks/Bonds

Our investment professional is a scholar of the financial markets. She monitors stock movements and trends. Based on your individual goals, our investment professional can help you put together a portfolio designed to provide a more comfortable balance of equity and income for the long-term.

Rollover IRA

If you have funds in a retirement plan or 401(k) with a previous employer, are those funds now simply sitting stagnant? Is your current employer being purchased or changing ownership? How will that affect your retirement savings? The advisor at First Advantage Investments can help you move the vested earnings and savings into a Rollover IRA. You may be able to maintain your present mutual funds or select new ones. You can consolidate multiple plans into a single, more manageable plan.

Retirement Planning

One of the best courses of action for retirement planning is to begin saving as soon as you enter the workforce…and remain committed to your plan. First Advantage investments advisor representatives can help calculate how much you'll need to set aside to help maintain your standard of living at retirement. An array of investment products is available to help maximize your savings potential. Remember, retirement planning is a long-term strategy that requires commitment, and the sooner you start, the better!

Taxable/Non-Taxable Investments

The advisor at First Advantage Investments can provide access to a variety of options for tax-advantaged investment products. Our professionals can design a product mix that may create the best possible tax advantage for you. However, a professional tax advisor must be consulted.

  1. All guarantees are backed by the claims paying ability of the issuing insurance company.
  2. Withdrawals are subject to income tax and prior to age 59 ½, a 10% federal penalty tax may apply.

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with First Advantage Bank or First Advantage Investments. Products offered are: •Not FDIC Insured •Not a deposit or other obligation of or guaranteed by any bank •Subject to risks including the possible loss of principal amount invested. INVEST Financial Corporation's Privacy Policy.

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