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Choosing the Right Retirement Plan

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*.

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.

First Independent Financial Advisors* offers a variety of retirement accounts including:

  • 401(k) Plans
  • SEP and SIMPLE IRAs
  • Traditional and Roth IRAs

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.

Free Gift
Schedule a complimentary meeting with a First Independent Advisor and receive your free gift (while supplies last), “The Wall Street Journal Guide to Planning Your Financial Future.”

Contact First Independent Financial Advisors to get started:
SW Washington | 360.619.4432 | 800.819.6473

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Life Stages

It's time to get to know you. Working hard to get what you want… and deserve. Your own home. Your own new car, the kind that's really new, not just new to you. It’s your time. 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.

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.

Copyright 2008, First Independent Bank  |  Member FDIC  |    Equal Housing Lender Privacy Policy

* 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.