Financial Planning

Our mission of helping people pursue their vision for the future would not be complete without our service of offering comprehensive financial plans. We believe that given our current economy and the fact that people are living longer it has never been more important for people to develop detailed plans for their finances.  Financial planning is not just investing. It is a process and requires ongoing monitoring. It allows you to manage your finances with purpose and gives you a road-map that guides you along the path to financial security.

Here at First Citizens Investment Services we believe that the process of financial planning should help you answer three questions:

  • Where are you today?
  • Where do you want to be tomorrow?
  • What do you need to get there?

Contact us if you are interested in obtaining information on how our comprehensive planning options can help give you directions as you travel down the road towards retirement.