Investment Services
Personal Investment Services
Be confident that you’re on the right track investing in your future. Our financial advisors can help you navigate your options on the path to financial well-being. Whether you’re just starting out or you’ve been investing for years, we will work with you to develop a custom plan that is built around your financial goals.
Choosing the right financial advisor is an important first step towards pursuing your goals. Our team of licensed advisors is ready to guide you through each step of your financial journey, including:
- Financial Planning: Personalized plans and financial tools to invest in your future. Our advisors can help you establish a comprehensive investment strategy to support your financial goals.
- Asset Management: Optimize your assets portfolio with guided advice and strategic planning to maximize your investment potential.
- Retirement Planning: Our advisors can help you project the amount that fits with your retirement goals and develop an investment plan to address your current and future needs.
- Estate Planning: Protect your legacy and minimize your estate tax liabilities in the interest of your beneficiaries and future generations.
Business Investment Services
Whether you're building your business or developing a transition plan, you have a lot of financial decisions to make. Our advisors can help you develop a financial strategy that supports your unique business goals.
- Employer Retirement Plans: Set your employees up for success with flexible and easy-to-manage 401(k), SIMPLE IRA, SEP plans, and more, customized to fit your company.
- Employee Advisory Services: Give your employees access to personal financial planning and advice through our team of advisors.
- Transition Planning: We can help maximize the value of your business, financially prepare for the transition, and develop plans to optimize your next financial chapter.
Ready to chat?
Start a conversation with one of our advisors.
Meet Our Advisors
Building an ongoing relationship with an experienced advisor can alleviate stress during financial transitions and save time when adjusting your investments to life changes.
Michael Ivers
Investment Representative
[email protected]
360-344-4916
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Fed and First Federal Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using First Federal Investment Services, and may also be employees of First Fed. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First Fed or First Federal Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by the FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
First Fed Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.