Welcome to First Financial Strategies, LLC

You deserve a Financial Advisor who is much more than a product broker.

The founding partners and associates average over 29 years of practical client experience and combine over 234 years in the financial services industry.

Firm Highlights & Experience

  • Pre & Post Retirement Experts
  • Team of 8 Financial Advisors
  • 29 Years Average Experience
  • 14 Industry Designations
  • Home of the Income For Life Model

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The Income For Life Model™

What is it?
An investment model with the objective of providing an inflation adjusted income for life. The Income for Life Model™ allocates assets in a manner that places a heavy emphasis on guaranteed* streams of income, through fixed annuities, that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model™ provides a sound foundation for creating that income.

* All guarantees are backed by the claims paying ability of the issuing insurance company.

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Professional Money Management

First Financial Strategies LLC through INVEST Financial Corporation has access to some of the top money managers in the financial services industry. Not all money managers are created equal and they have varying degrees of industry knowledge and investment experience.

Contact one of our advisors to determine if fee based money management is right for you.


Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.