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.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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