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Retirement Planning

Personalized advice from professionals who care.

Start Retirement Planning Today

Social Security Planning

Effective strategies to help you thrive.

Understand Your Social Security Benefits

Investment Management

Make the most of your financial resources.

Explore Investment Strategies

Self-Guided Investing 

GWP is an automated online investment platform featuring goals-based recommendations for general investing, large purchases, or retirement. 

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Our Three-Step Process

Our team believes in starting new relationships with a great conversation, focused on your goals and your needs.
Along the way, we will continue to provide you with valued industry recommendations and advice.

Assess

Our wealth management team will evaluate and analyze everything we learn to chart a path for you to address your goals.

Plan

Based on years of experience, we will determine the best strategies customized to your needs.

Manage

We stay connected, monitor and evaluate how your investments are performing relative to your goals and to ensure you stay on track.

A Financial Partner You Can Trust

A Financial Partner You Can Trust

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need a plan tailored to your situation. 

At Investment Services at First Community, we offer personalized advice to help you stride forward with confidence in your financial future.

Ready to get started? We are Here to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

MoneyGuidePro<sup><strong>&#174;<br/></strong></sup>

MoneyGuidePro®

MoneyGuidePro® delivers smart solutions to help you stay up-to-date with your financial plan.

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Understanding<br/>Social Security

Understanding
Social Security

We provide strategies to ensure Social Security becomes a healthy part of your overall retirement income.

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Weekly Market Commentary

Weekly Market Commentary

Stay up to date with current market trends to keep your investments on track.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Take a Look

Financial Calculators

Our calculators are designed with your life needs in mind.

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Resource Library

Our goal is your success. We have compiled some tools to help you feel empowered so that you can have a strong and informed financial future.

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Meet Our Wealth Management Team

Bob Scafa

Bob Scafa

Senior Investment Consultant

Robert Ponciroli, CLU

Robert Ponciroli, CLU

Investment Consultant

Ethan Bowers

Ethan Bowers

Investment Consultant

Anthony Lemon

Anthony (Tony) Lemon

Investment Consultant

Paul Goeke

Paul Goeke

Investment Consultant

Tom Thornton

Tom Thornton

Program Manager

Connor McFarland

Connor McFarland

Associate Investment Consultant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Download our FREE Estate Planning Ebook!&#160;

Download our FREE Estate Planning Ebook! 

Most people spend hours planning vacations but overlook planning their estate—one of the most important parts of their financial future. With most Americans lacking a will or estate plan, this guide explains why planning matters for everyone and how to get started.

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