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INVEST Services and Approach

Services

Our advisors have the skill, experience, and knowledge to develop the right investment strategy for a broad range of clients. Whether you’re a young family, a two-career couple, or if you’re at the prime of life pondering retirement, we can help.

Instead of promoting a particular suite of products, each investment strategy is tailored to address your individual financial goals both today and well into the future.

That way, you have a plan that’s always in sync with your life.

We can help ease your worries today with services that include:

  • Goal setting and managing spending
  • Investment and retirement planning
  • Stocks, bonds, and mutual funds
  • Long-term care insurance
  • College planning, including 529 plans

Approach

The proven, step-by-step approach we rely on is designed to uncover your needs and goals and keep you informed along the way.

We follow three key steps:

  1. Understand. We talk with you one-on-one to determine your needs and concerns and establish your short- and long-term goals.
  2. Evaluate. We gather relevant paperwork and data, then recommend investment strategies that dovetail with your goals.
  3. Adjust and review. Once we design a strategy and place it into action, we monitor the portfolio to be certain that it’s performing to your expectations and needs.

 

Contact us today.

INVEST in your future. Connect with an INVEST advisor today.

Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies, offer securities, advisory services and certain insurance products and are not affiliated with Liberty Bank for Savings. * Are Not a Deposit * Are not FDIC insured * Are not guaranteed by a Bank or any governmental agency * May lose value including the possible loss of principal amount invested

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