Our Services
Invest, Inc.
is a financial planning and registered investment advisory firm in Lexington Kentucky – convenient to the Central Kentucky area. We work solely for our clients: as fee-only advisors, all potential conflicts of interest regarding compensation are removed.
Invest, Inc. offers services in a wide range of financial topics to individuals and families. Clients’ engagements vary in scope from one-time questions to larger, more comprehensive projects. Whatever the need, the client controls the services and costs at Invest, Inc. It is important to remember that financial planning is a lifelong endeavor and the best time to start is today.
Your financial goals may not change as you get older, but your ability to reach those goals will get harder with every passing day.
Here is a sample of issues clients enlist us for help:
Retirement
Can I retire and live the lifestyle I desire?
Investments
Are my investments allocated properly for my goals?
Education
Am I saving enough? What other sources are available?
Cash Flow
Should any extra income go towards debt or savings?
Cash Flow
I earn a good salary, but I always run out of money before I run out of month-where is it going?
Debt
Is a consolidation loan a good strategy?
Insurance
Do I need it?
How much?
What kind?
Estate Planning
Do I really need a Will?
What other documents are appropriate for me?
What taxes if any apply to me?
Employee Benefits
Am I taking advantage of the right ones?
Taxes
Can I minimize the taxes I pay?
Education
Am I saving enough? What other sources are available?
To help you reach these important goals, our services include:
- Personal Financial Planning
- Cash Flow Spending Plan
- Stock Option Advice
- Ongoing Asset Management
- Second Opinion on Investments or Current Financial Plan
- Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.
- Retirement Planning Strategies
- College Funding Advice
- Lump Sum Distribution Advice
- Life and Disability Insurance Needs Analysis
- Financial Seminars for Military, Church, and Civic Groups