Our Services

Our firm is in the business of providing financial services; we work intensively with Trust officers, CPA`s and Attorneys... frequently playing a key role in finding solutions to our clients tax and estate problems and in taking advantage of their existing financial opportunities.

We offer a FREE analysis of your current financial situation called the "One Hour Financial Manager." This process will help you establish your overall objectives, your specific goals and just how well you are achieving them! The next step will be to discuss the benefits of us working together. Our goal is to help our clients save on taxes and other expenses!

Why not contact us to request your Free "1 Hour Financial Manager Report" and see for yourself how planning can help you achieve your financial goals?

Some of the services we offer through INVEST Financial Corporation: Retirement Planning, Estate Conservation, College Funding, Investment Planning, Charitable Giving Strategies, Life and Disability Insurance.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and ;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") mayonly conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation (INVEST), member FINRA, SIPC a registered Broker Dealer and Registered Investment Advisor, is not affilliated with Clark & Associates. Securities, advisory services and insurance products are offered through INVEST and affilliated insurance agencies. INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY