Our Services

We serve individuals and businesses in all areas of financial and business succession planning.

We Utilize a Six Step Process:  

1. Establish and Define Our Relationships - This is a professional relationship that thrives upon compatibility. We need to be the right fit for each other. We need to know more about YOU!  A relationship in which you always understand how decisions are mutually made.

2. Collection of Data - The collection of information about your financial situation is imperative before making any financial recommedations. We need to mutually define your personal and financial goals, understand your time frame for results, and discuss how you feel about risk. We want to know why you own what you own!

3. Analysis and Evaluation of Information - The analysis of your financial information will help in the assessment of your current situation and determine what must be done to help you meet your life goals. This could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments, distributions or tax management.

4. Review and Presentation of Comprehensive Planning Recommendations and Alternatives - Our financial professionals will offer customized financial recommedations that address your goals, based on the information provided. The recommedations will be reviewed with you so that you can make informed decisions. The First Western Investments / ICA professionals will also listen to your concerns and revise the recommedations as appropriate.

5.Implementation of Life Planning Recommedations - Agreed upon recommedations will be implemented and can be coordinated with other financial professionals such as attorneys or accountants. (ICA does not provide legal or tax advice)

6. Monitoring the Recommedations - Markets change as do your financial situations, goals and objectives. Periodic meetings will be necessary to review your situation and to fine-tune recommendations, as your life changes. We are here to help create, maintain and distribute wealth.