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  • First Independent Financial Advisors* Retirement Solutions

    Having a retirement plan in place is essential for business owners and is a valuable tool for recruiting and retaining good, quality employees. With recent changes in tax laws, your business could receive a reduction in business taxes and receive a potential tax credit, just by switching your retirement plan**.

    First Independent Financial Advisors can help you select the right plan. Schedule an appointment with a First Independent Financial Advisor representative today by visiting your nearby First Independent banking center or calling 360.619.4432.

  • SEP Retirement Plans

    Great for small business owners, a Simplified Employee Pension (SEP) is easy to administer and maintain, and offers an immediate tax break – all contributions are 100% tax deductible - while planning for retirement. SEP contributions are discretionary and the percentage contribution may vary from year to year, making it a great option for business owners with unpredictable profits.


    Employer contributions are flexible, may be up to 25% of employee compensation, and are made at the discretion of the employer. Investment decisions are the responsibility of the employee.

    First Independent Financial Advisors* can help you select the right plan. Schedule an appointment with a First Independent Financial Advisor representative today by visiting your nearby First Independent banking center or calling 360.619.4432.
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  • SIMPLE IRAs

    For small business owners with fewer than 100 employees, the Savings Incentive Match Plan for Employees (SIMPLE) IRA is ideal as a start-up retirement savings plan where there currently is no plan, or as a conversion to a more cost-effective plan. SIMPLEs are easy to administer and maintain with generous tax advantages to both employer and employees.


    Investment decisions are made by the employee. The SIMPLE IRA is not subject to complex reporting and testing requirements associated with a 401(k). Employers may offer matching contributions. Employees may contribute up to a set amount, with a catch-up contribution option for those 50 and older.

    First Independent Financial Advisors* can help you select the right plan. Schedule an appointment with a First Independent Financial Advisor representative today by visiting your nearby First Independent banking center or calling 360.619.4432.
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  • 401(k) and Solo(k) Plans

    401(k) Plan
    A robust profit sharing retirement plan, a 401(k) plan offers the most flexibility in meeting the needs of your employees and your business. Build a retirement profit sharing plan  that fits the needs of your company while helping your employees plan for a secure retirement. Our team of retirement planning professionals can put together the best plan for your business, combining plan design/documents, third party administration, investments and communication and education to your employees.


    Solo(k) Plan
    For self-employed individuals, a Solo(k) plan allows for higher retirement contributions. The business owner acts as both the owner who funds the plan and the employee who contributes to the plan.

    First Independent Financial Advisors* can help you select the right plan. Schedule an appointment with a First Independent Financial Advisor representative today by visiting your nearby First Independent banking center or calling 360.619.4432.
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* First Independent Financial Advisors is a marketing name for products and services offered by 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.


**  Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither PRIMEVEST nor any of its representatives may give legal or tax advice.