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

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.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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