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img@first-bank.com (906) 786-3335
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OUR INVESTMENT PROFESSIONALS HAVE OVER 350 YEARS OF CUMULATIVE EXPERIENCE AND
ARE HERE TO HELP YOU NAVIGATE YOUR FINANCIAL FUTURE.


OUR CLIENTS BENEFIT FROM OUR PERSONALIZED SERVICES, BACKED BY A PROVEN
INVESTMENT METHOD, AND EXTENSIVE CAPABILITIES.


WE CURRENTLY MANAGE WELL OVER HALF A BILLION DOLLARS IN ASSETS FOR INDIVIDUAL
AND INSTITUTIONAL CLIENTS.


OUR LOCAL, EXPERIENCED INVESTMENT PROFESSIONALS HELP OUR CLIENTS CREATE
CUSTOMIZED PLANS TO MEET THEIR FINANCIAL GOALS

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CALCULATORS

You can review interesting calculators on my site.

View Calculators


VIDEOS

We have interesting videos for you to watch on my site.

View Videos


CONTACT US

Please feel free to contact us with any questions.

Contact Us


NEWSLETTERS

Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the
insurance company and could help create a pension-like income stream for
retirement.

Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple
task, but there are some situations that can lead to unintended and adverse
consequences.

HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and
adding to concerns about broader inflation and economic growth.

Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect
contribution limits for retirement plans and various tax deduction, exclusion,
exemption, and threshold amounts.


CALCULATORS

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan
How Long Will Your Funds Last?

Lease Payment
How much would your monthly lease payment be?

Long-Term Care Self Insurance
Will you be able to afford nursing home care?


Broadridge Investor Communication Solutions, Inc. does not provide investment,
tax, or legal advice. The information presented here is not specific to any
individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or
written to be used to avoid any tax penalties that may be imposed by law. Each
taxpayer should seek independent advice from a tax professional based on their
individual circumstances.

These materials are provided for general information and educational purposes
based upon publicly available information from sources believed to be
reliable—we cannot assure the accuracy or completeness of these materials. The
information in these materials may change at any time and without notice.

First Bank Investment Management Group is not FDIC insured by any federal
government agency, no bank guarantee, not a deposit, and may lose value. 

 


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