Financial Planning
from InVest Financial
INVEST offers specific planning assistance for - a) Establishing a program to help meet the cost of education for customers children (or grandchildren), b) Analyzing customers Life Insurance needs to protect their family, c) Planning to accumulate funds for customers retirement or if they are already retired, making sure they won't outlive their assets. The company can assist customers in making decisions when they receive lump sums from a retirement plan, d) Providing planning for customers' estate and strategies to efficiently pass assets to heirs and other beneficiaries, e) Reviewing customers' present portfolio with recommendations for the allocation of their assets based on their investment objectives and risk tolerance. INVEST helps in developing a comprehensive solution for customers needs.
Financial Planning Reviews
Oct 7, 2008 5:27 pm
INVEST is a company that i had never heard of before doing a little internet research. I am very pleased with their services. My parents are both retired, they had an INVEST representative advise them about their spending given their current finances. If you don't consider yourself an expert, consult INVEST
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Michael answered nrek123's question:
nrek123 asked:
529 or IRA ?
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Michael answered:
Wow, I feel like I've already missed the train on a great thread here! I t...
