724.349.3006 x134

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Financial Answer Center > Cash & Debt Management

Worksheets

Worksheet: Expense Record
Worksheet: Debt
Worksheet: Cash Flow
Worksheet: Costs of Refinancing

Worksheet: Expense Record

Expense Record for:

Item	Date	Amount	Reason

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InFirst Financial Advisors, LLC

Office: 724.349.3006 x134

Toll-Free: 866.349.3006

Fax: 724.471.2718

949 Philadelphia Street

Indiana, PA 15701

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 Truebridge, Inc.

Securities and Advisory services offered through INFINEX INVESTMENTS, INC. A registered investment adviser. Member FINRA, SIPC.

538 Preston Avenue, Meriden, CT 06450. Bradley L. Peterson, John P. Kinney and Jody L. Claypool are Registered Representatives of Infinex Investments, Inc.

Investment products and services are available only to residents of Florida (FL), Maryland (MD), Nevada (NV), Pennsylvania (PA), South Carolina (SC), Texas (TX), Virginia (VA). This is not an offer or solicitation of sale in any other state. Fee-based investment advisory services are available only to residents of Pennsylvania (PA).

Fee-based investment advisory services from this representative(s) available only to residents of Pennsylvania (PA) and can be provided by Bradley L. Peterson.

INFIRST Financial Advisors is a subsidiary of InFirst Bank
Infinex is not affiliated with either entity.

Investment products are:

Not a deposit
Not FDIC Insured
Not insured by any federal government agency
Not guaranteed by the bank
May go down in value

*The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this site. Linked sites are not under the control of InFirst Financial Advisors, LLC and InFirst Financial Advisors, LLC is not responsible for the contents of any linked site or any link contained in a linked site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Linked sites may contain rules and regulations, privacy provisions, confidentiality provisions, transmission of personal data provisions, and other provisions that differ from the provisions of this web site. When you access one of these sites, you are leaving our website and assume total responsibility and risk for your use of the sites you are linking to.