Are you one of those people who started putting money aside in a retirement account with your very first paycheck? Or are you a little more casual about it? Wherever you fall on the spectrum of retirement saving, you know that it takes time to build up the reserves to live out your dreams. It can be done, no matter what your age, especially with the right planning and assistance from your First Independent Financial Advisor representative.*
We begin with your financial plan. If you already have one, we will work with you to review it, making sure it is still in line with all of your goals and takes advantage of every opportunity available to you.
If you don’t have a financial plan, you’ve come to the right place. We are specialists, assisting you in designing, implementing and monitoring a comprehensive plan that involves you at every step along the way. We assess your comfort level with risk and help you determine if you, your family or your business have minimal exposure to risk with a focus on preserving and growing your wealth.
We help you design a financial plan that becomes a guide for you and your personal advisor as you work together to plan for a comfortable retirement. If you already have a plan, that's okay, too. Regular monitoring of your plan is always a good idea, as even the slightest life change can make a difference in your investment and retirement strategy.
One of the nation’s largest bank based broker-dealers, PrimeVest® offers quality investment and insurance solutions exclusively to financial institution clients. Through this partnership with PrimeVest, First Independent Financial Advisors* are able to offer access to more than 10,000 mutual funds and other brokerage services.
First Independent Financial Advisors* offers a variety of retirement accounts including:
Contact a First Independent Financial Advisor representative to get started.
- SW Washington | 360.619.4432 | 800.819.6473
