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We understand that you’re serious – about your work, your business, your life. And, you’ve come to understand that money is a resource and tool that can help you achieve some of your hopes and dreams.

So, we’ve created a tool chest, brimming with ideas, strategies that work, “to do” lists and much more. Take a look around. Download articles. Peruse our book titles and comments. Go shopping at Powell’s Books, our online partner. In fact, for every book you buy, 7.5% of the purchase price will be donated by First Independent to reading and education programs in the communities we serve.

We know you’ll find something to put you on the road to enlightenment – about money, business, life.

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New from First Independent’s Asset Management Group, read all about market predictions, hot investment tips and much more. Check out the 2008 Outlook and Quarterly Commentary.

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Life Stages

The little ones in the photos are grandkids, and you spoil them rotten. Sleep in.  Travel first class. Do whatever you want. Enjoy the life you spent the past 40 years building. MORE

Find Your Financial Lifestyle Stage

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Prevent Identity Theft

Identity FirstIdentity thieves often find what they need to steal your identity from direct mail offers, bills or statements in your mailbox, recycling bin or garbage can A great way to protect yourself is to sign up for online banking and bill pay.
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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.