Services For Individuals and Families

 

General investment advice and implementation

Stock, bond, mutual fund portfolios

Fixed-interest and variable annuities

Professionally-managed investment accounts

Life, disability, and long-term-care insurance

Traditional and ROTH IRA’s and Rollovers

Self-Employed retirement Plans (SEP’s , SIMPLES’s,            

            Solo 401(k) plans)

Retirement Planning and Monitoring

Education and Funding Plans

 

 

Services For Business Owners

 

Qualified Retirement Plans,401(k), SIMPLE, Profit Sharing, SEP

Succession Planning for Business

Wealth Transfer Strategies for the Executive/Owner

Salary Continuation Plans in retirement or disability

Buy-Sell Agreements-Make sure you don’t end up in business

            With your partners spouse!

“Golden Handcuff” arrangements to retain key personnel

            Necessary for success.

Pension Maximization to help executives maximize income in

            Retirement.

Life, Disability, Long-Term Care Insurance Planning

 

 

Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC. INVEST is not affiliated with First South Bank or First South Financial. INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are 

• not insured by the FDIC
• 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;

1.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.

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.

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