"Client Centered Financial Life Planning"

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators and research reports.


 



 


 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.


 



 


 

First Western Investments created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.


 



 


 

We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.


 



 


 

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 area of personal finance.


 



 


 

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a registered investment advisor, is not affiliated with First Western Investments or First Western Bank and Trust. Securities, advisory services and insurance products offered through ICA and its affiliated insurance agencies are: *not insured by the FDIC or any other federal government agency; *not a deposit or other obligation of, or guaranteed by, any bank or its affiliates; and *subject to risks including the possible loss of principal amount invested. 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Understanding the Credit Crunch

The financial markets went into a tailspin after a handful of subprime mortgages went into default and central banks had to jump in to help. What do these defaults have to do with global liquidity?

Finally, It’s For Keeps

The 2006 Pension Protection made tax-free withdrawals from a 529 college savings plan permanent, possibly removing a potential source of uncertainty for families who are using 529 plans to help send their students to college.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Dollar Doldrums or Delight?

The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?

More Newsletters →