First Independent Financial Services, Inc.

 



Welcome to our website, where you’ll learn about First Independent Financial Services and our affiliates. Feel free to browse our website to learn more about us. If you're a registered representative who is looking for a truly independent broker dealer, we would like to have the opportunity to speak with you personally. Simply click on "Join First Independent" to get started. "Integrity in the pursuit of excellence" is not just a slogan; it's one of our core values. We believe it's possible to excel without compromising trust, ethics, and responsibility. We've grown by associating with quality professionals who share this vision.

 
If you are an investor or one of our firm’s valued customers, you will find a wealth of information in the form of newsletter articles, calculators and reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.
 
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to useful tools and information. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the areas of personal finance, retirement, estate planning and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Integrity...in the pursuit of excellence.

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

More Newsletters →