As a business owner, we know you have a lot on your mind and even more on your plate. Your First Federal Financial Advisor is here to help you find balance. They create and maintain long-term relationships, so they can best serve you and your growing business for the long haul.

We do this by offering the following business investment services:

  • Succession Planning
    First Federal Financial Advisors help prepare you and your business for a successful transition plan and exit strategy.
  • Executive Benefits
    Having an effective executive business strategy is essential to retain and reward employees. Our Financial Advisors are here to guide you in creating solutions for strengthening crucial relationships.
  • Risk Mitigation
    Securing business owners with protection against risks that impact financial viability, business interruption, loss or damage to facilities or equipment is essential to success.

Contact a Wealth Management Advisor today!

Ben Duncanson, CFP® CWS®

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Jacob Packer

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Nik Gumeson

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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.

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.