Financial and Estate Planning
Managing your own financial affairs requires a lot of time, research... and planning. You've got enough to think about—let us help make sure everything is in order; not just right now but for down the road as well. Our investment professionals will work hard to make sure all of the pieces of your financial puzzle are working together.
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- Analysis of your current financial situation
- Professional help determining your goals
- Development of plans to meet your goals
- Expert guidance as to implementation of the plans
- Availability of products and services to meet your goals
- Trustee for living and testamentary trust
- Charitable/gift planning
- Tax strategies
- College education planning
- Education savings account
- Powers of attorney
- Executor under wills
INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
INVEST Financial Corporation (INVEST), member FINRA, SIPC, is not affiliated with Two Rivers Investment Services, Two Rivers Bank & Trust, Two Rivers Insurance Services, Employee Benefit Systems or Two Rivers Financial Group. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and: * are not FDIC insured * are not a deposit or other obligation of, or guaranteed by any bank * subject to risks, including the possible loss of principal amount invested.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only 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.
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.