Our Services
Invest-Sure Process
Our mission is to help clients pursue their financial goals and make the process as easy as possible. That's why our all-inclusive process combines the best of financial planning and investment management. You'll receive a personalized plan designed to suit your needs, as well as investments that are tailored to your plan goals.
Financial Planning
+
Investment Management
Financial Planning
Pre-Retirement
Financial Freedom Plan
As you work towards your goals, it is important to think about how you will maintain your lifestyle after you retire. Our Pre-Retirement plan can help you figure out a path to pursue your current and future goals financially. The aim is to free yourself from the burden of employment and enjoy the lifestyle you've always wanted.
Comprehensive Retirement Plan
Congratulations on reaching this important milestone! Now that financial freedom is within your reach, it's time to take stock of your assets and set them up in a way that best supports your retirement longevity and quality of life goals. Our comprehensive financial plan will help walk you through this process, step by step.
Investment Management
Investment management can be tough when you try to do it on your own. There are so many options out there and it's easy to get lost among the sea of information. Our goal with the investment strategies we recommend is to provide growth while taking into account your individual risk tolerance. We often utilize carefully screened multi-manager strategies comprised of highly rated mutual funds.
Additional Services
Hourly Consulting
Hourly financial planning and advice is ideal for those with specific or unique situations. We can help plan through a significant life event or major change, such as buying a house or getting married. We'll leverage our knowledge and experience to help you pursue your goal or resolution. The initial consult is always free, and estimates will be provided upon request.
Modular Planning
There are many different ways to approach financial planning. Our modular plan allows you to choose the planning aspects that are most important to you. This way, you can get the most out of the service and strive for your goals without feeling overwhelmed. Some examples of individual modules include college planning, social security analysis, risk tolerance consult, and more.
