INVEST Financial Corporation

Personal wealth creation and preservation is the primary focus of Financial Priorities™  Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes and lifes uncertainties.

Financial products serve as a medium to help you realize your objectives. Investment vehicles are selected based on a personalized strategy, on your goals and time horizon. Investment selection is an integrated part of your financial strategy only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of products should be the last part of your planning process - not the first.

Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Our job is to educate you about your options, help implement, monitor and keep your plan up to date to your life changes and the financial world.

INVEST Financial Corporation and Financial Priorities does not offer tax advice. Tax services are provided by Wayne E. Cook through WEC Associates.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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