- Brian Tracy
At InVested Advisors we redefine what a typical investor looks like. Our focus is to build long-term relationships with a select group of clients by working with them through every aspect of their financial lives.
Our clients work with a team that contributes a unique perspective and experience, empowering you to feel invested in your financial future.
We actively support and collaborate with our respective communities through volunteering, non-profit board representation and charitable giving.
Honesty, Integrity and Respect. We believe values matter and we live by ours every day.
We Inform and Inspire our clients to build wealth wisely.
Start early, save consistently, diversify investments, and review regularly.
Goal based investment planning with diversification, research, risk assessment, and a long-term perspective.
Maximize your tax benefits and optimize your financial outcomes through strategic tax planning.
Go beyond traditional financial planning by considering the broader context of your lifestyle choices, values, and aspirations.
Secure your legacy and empower future generations with strategic asset management, estate planning, charitable giving, and wealth transfer techniques.
Drive small business growth with comprehensive planning, goal-oriented approaches, and efficient operational frameworks.
Founder and Senior Financial Advisor
Director of Retirement Plan Services
During the Introductory meeting we discuss your goals and define the scope of our relationship.
You will be provided with a Client Profile and Financial Planning form to complete and attach copies of your financial documents. We will analyze this information and enter into our financial planning system.
Once the information is entered, we create different "what if" scenarios to stress test your goals. We meet with you again to review a custom Financial Blueprint to provide you with a path to achieve your goals. Our Financial Blueprint encompasses various elements such as investment allocation recommendations, tax saving strategies, and asset protection/legacy planning.
Just because you went through the financial planning process doesn't mean that your set to go. The Implementation step is crucial to ensure the recommendations are implemented. We will provide you with the guidance needed to move forward.
Things change, life happens. If you decide to collaborate with InVested Advisors on a long-term basis, we will review your Financial Plan regularly.
If you are looking for a financial relationship to help with your evolving financial goals, managing your investments and navigating your life changes, you've come to the right place. InVested Advisors is a Fee Only, independent investment advisory firm that values long term relationships with NO financial incentive to offer certain products or investments. Our clients can be confident that our recommendations are always made in their best interest. Because of this, InVested Advisors is a Fiduciary.
If you have a question or need assistance, our office phone hours are 9:00am-5pm Monday-Thursday and 9:00am-4pm on Fridays. While we are available during these hours, we schedule meetings in person or virtually by booking an appointment.
We strive to ensure that our fee structure minimizes conflicts of interest and is as transparent and easy to understand as possible. Fees for financial plans will vary on the complexity of the plan but typically range from $1,500 - $5,000. For investment advisory accounts, we charge an annual advisory fee based on the size of your investable assets. Our advisory fees range from 1.30% - .0030%.
You can schedule a call directly with us to get started.