Building long-term individual wealth is a journey, and your First Federal Financial Advisor is here to help you navigate the complex route. With a focus on individualized relationships, we are here to provide the tools needed to set yourself up for a financially successful future.
We do this by offering the following investment services:
We do this by offering the following investment services:
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Financial Planning
Our Financial Advisor will work with you to review your current savings, insurance, and investment portfolios to create a financial plan tailored to you and your financial goals. -
Investment Advisory
Navigating investment products can seem overwhelming. We help advise you on the best options to fit your unique goals, plans, and resources. -
Retirement Planning
We will discuss your retirement goals and suggest strategies for acquiring enough income to adequately manage your style of living during retirement. -
Wealth Accumulation
Increasing your net worth takes time. Ensuring that your money, properties, and other assets align with your long-term goals is a key objective our Financial Advisors discuss with you.
Interested in learning more about how First Federal can help you find balance and grow your business for the long haul? Visit our Business Wealth page to learn more!
Contact a Wealth Management Advisor today!
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Ben Duncanson, CFP® CWS® |
| 208-613-2199 bduncanson@bankfirstfed.com |
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Jacob Packer |
| 208-613-5175 jpacker@bankfirstfed.com |
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Nik Gumeson |
| 208-613-6134 ngumeson@bankfirstfed.com |
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
Investing involves risk. There is always the potential of losing money when you invest in securities.
Neither IFP nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
Investing involves risk. There is always the potential of losing money when you invest in securities.
Neither IFP nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. IFP offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
Independent Financial Partners (also referred to as “IFP”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of (insert institution union name.) IFP is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Independent Financial Partners
Insurance and annuity products are offered through Independent Financial Partners., a licensed insurance agency and wholly owned subsidiary of IFP.
Banking products are provided by First Federal Bank.
Investment products, insurance and annuity products:
Not Insured by the FDIC or Any Federal Government Agency | Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate | Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested | May Lose Value