Our Services


FINANCIAL PLANNING DISCOVERY
Goal Setting
Identification of Needs
Cash Flow Planning & Analysis
Organization of Assets and Liabilities
Personal Financial Statement Review
Education Planning & Funding
Estate Tax Planning
Wills & Trusts
Charitable Giving
Life Insurance
Long-Term Care Insurance
Group Benefits

RETIREMENT PLANNING
Retirement Projections
Customized Income Strategies
Qualified Plan Settlement Options
Pension Plan Settlement Options
Corporate Retirement Plans
Non-Profit Retirement Plans
Deferred Compensation Plans
Executive Retention
Key Employee Retention
Employee Compensation


*Not all products/services are offered through INVEST. 

INVEST does not offer tax or legal advice. 

INVESTMENT PLANNING
Portfolio Construction
Asset Allocation
Investment Evaluation & Review
IRA Rollover Consultation
IRA’s – traditional, roth, simple, SEP
401(K), 401(a), 403(b), 457
Stocks, Bonds, Mutual Funds, CDs, UITs, Structured Products
​529 Plans, Custodial Accounts (UGMA/UTMA)