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Our Approach

Investment Management has changed over the past few years, but clients needs really have not.  Planning for your financial future requires that you consider:

  • Having enough money to retire.
  • Provide enough income through retirement to live comfortably.
  • Saving money on taxes through tax planning.
  • Protecting your assets and way of life.
  • Providing adequate funds in your legacy plan.

You will find that our approach to managing your finances will operate in a pattern similar to that shown in the graphic below.  The entire process should be reviewed as frequently as annually to be sure that as your financial situation changes your financial plan is adjusted accordingly.

Financial Planning Process

InVestra’s financial planning process is a logical, six-step procedure:

  1. Gather Client Information
  2. Establishing Financial Goals & Objectives
  3. Analyzing Current Financial Situation
  4. Develop & Present a Fully Customized Financial Plan
  5. Implement the Financial Plan
  6. Monitor & Review the Financial Plan


At InVestra we can help you understand what your needs are and which of the thousands of products available on the open market will help you do just that. Our Veteran Investment AdVisors have had to adapt to the changes in risk profiles while providing the highest level in customer service. At InVestra we listen to your needs and goals to provide advice based on who you are and where you wanting to be financially.
In the Financial Industry, we call this Solution Based Management, which is the only way we do business at InVestra.  Other brokerage services may not want to take the time to develop a custom plan for each of their clients, and instead they provide a cookie cutter approach to your financial plan. There is nothing cookie cutter about our Solution Based Management approach, when you are done with the planning stage with our InVestra team you will know that a financial plan has been created specifically to meet your needs.

After your first annual review, your planning at InVestra will begin to follow a format as below:



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Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.

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Click here to begin to build a plan for prosperity, or call 1-855-880-7878.


Securities offered through LPL Financial, Member FINRA / SIPC. InVestment advice offered through Independent Financial Partners a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, MI, NC, OH, TX, VA

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Things that clients may also need to consider include: 

  • Purchase of a second home.
  • Funding for education expenses.
  • Long Term Care.
  • Life Insurance Review or Implementation.