Comprehensive Financial Life Planning Services

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators and access to view your accounts.


 



 


 

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. 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

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

More Calculators →

Newsletters

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

More Newsletters →