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
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.