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Estate Planning is a vital component of your overall financial planning. In addition to coordinating the financial activity and paperwork required when a family member dies, estate planning also helps protect privacy by avoiding probate. Preparing a plan can result in significant tax benefits as well. Estate plans may incorporate trusts or other investment alternatives.

Wealth Transfer
First Independent consults with your legal advisors to integrate your financial plan into a fully developed estate plan.

Contact First Independent Wealth & Investment Services to learn more.
SW Washington | Portland 360.699.4221 | 800.819.6473
Bellevue 425.635.4700 | 800.514.1855
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Life Stages

You should have an honorary degree in juggling. Kids. Home. Work. Dance practice. Promotion. Saving for college. Family time. Wait, what happened to me time? MORE

Find your Financial Lilfestyle Stage.

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Prevent Identity Theft

Identity FirstDo not carry your Social Security card in your wallet. Avoid carrying cards that display your SSN — notably health insurance cards, unless needed to receive care. Never give your SSN, credit card number, or other personal data by phone unless you have an existing relationship with the business or agency AND you initiated the call using a verified phone number. Always verify the other party's authenticity.

Tools You Can Use

We’ve compiled books, websites, magazines, articles and more to help you manage your finances, your business and your life.
Check it out.

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* PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST privacy policy and other important information.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.