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InVestra / Services

Financial Planning

Great accomplishments begin with a great plan. Mapping out your strategy to realize your financial goals will help you to achieve the desired outcome. Financial security, quality of life and future goals are far too important to leave to chance. The Veteran Financial Representatives of InVestra will guide you towards the formulation of a solid strategy in the each of following strategic areas:

The Financial Representatives of InVestra Wealth Management have deep expertise in these areas:

  • Stocks
  • Bonds
  • Mutual funds
  • Tax-advantaged instruments
  • Commodities
  • Exchange Traded Funds (ETF’s)
  • Money Market Funds
  • Oil and Gas Limited Partnerships
  • Real Estate InVestment Trusts (REITS)
  • Annuities
  • Unit InVestment Trusts
  • Managed Futures
  • Structured Notes

Contact Us to find out more about our Financial Management 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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Get a Plan, Get Ahead.

InVestra has a team of dedicated Veteran AdVisors ready to help you plan for your financial future. Take the first step forward, call InVestra today.