Products & Services At our firm, we provide assistance in the following areas:INVESTMENTSFixed and Indexed AnnuitiesRoth IRASEP IRASimple IRASolo 401(k)403(b) Plans457 PlansFixed & Indexed Annuities*INSURANCELife InsuranceHealth InsuranceDisability IncomeLong-Term CareMedicare SupplementsMedicare Advantage PlansMedicare Part D PlansLegal ProtectionIdentity Theft ProtectionFINANCIAL SERVICES**Federal Employee Benefit AnalysisCollege PlansEstate PlansMoney ManagementMoney Purchasing PlansProfit Sharing PlansRetirement PlansIRAs 401 (k) Planning403 (b) Planning*Annuities contain limitations, restrictions, and other terms and conditions for keeping them in force. Variable annuities are sold by prospectuses, which contain more complete information including investment objectives, strategies, fees, surrender charges and other costs that may apply. Withdrawals from annuities may reduce benefits and, if taken prior to age 59 ½, may be subject to a 10% federal tax penalty. Consult with a qualified financial professional to determine whether a specific annuity is right for you in your particular circumstances.** At Customer First, we do not provide legal, tax, or accounting advice. We will work with your own, or can refer you to, professional advisors and encourage you to consult with them regarding all personal finance issues. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.