Personal Services
Insurance protection and risk management
Investment advisory services
Retirement planning
Estate planning
College Planning
Business Services
Succession planning
Executive compensation and benefits
Funding deferred compensation
Key person insurance
Funding Buy/sell agreements
The Process That Makes Financial Planning Simple For You
From the moment we meet, we’re genuinely excited to learn your story, your goals, and your dreams. Together, we’ll explore the “why” behind your aspirations, giving clarity to your purpose, and then work on the “how” to achieve them with a tailored strategy that feels approachable and empowering.
01
Initial Interview
This is where we get to know you, your story, and your goals. We’ll have an open and engaging conversation to understand what matters most to you and how we can tailor a financial strategy to meet your unique needs.
02
Data Gathering
We collect all relevant financial information, including income, expenses, assets, and liabilities, to gain a comprehensive understanding of your financial situation.
03
Analysis
Our team carefully analyzes the data to identify opportunities, challenges, and the best strategies to achieve your goals.
04
Plan Development
We design a personalized financial plan that aligns with your objectives and simplifies the path to success.
We present your tailored financial plan in a clear and straightforward manner, ensuring you understand every aspect of the strategy.
05
Plan Presentation
06
Plan Implementation
We guide you through the process of putting your financial plan into action, providing support every step of the way.
Life changes, and so do financial goals. We regularly review and update your plan to ensure it remains aligned with your evolving needs.
07
Plan Monitor
Our Process: Making Financial Planning Simple for You
From the moment we meet, we’re genuinely excited to learn your story, your goals, and your dreams. Together, we’ll explore the “why” behind your aspirations, giving clarity to your purpose, and then work on the “how” to achieve them with a tailored strategy that feels approachable and empowering.
Initial Interview
This is where we get to know you, your story, and your goals. We’ll have an open and engaging conversation to understand what matters most to you and how we can tailor a financial strategy to meet your unique needs.
Data Gathering
We collect all relevant financial information, including income, expenses, assets, and liabilities, to gain a comprehensive understanding of your financial situation.
Analysis
Our team carefully analyzes the data to identify opportunities, challenges, and the best strategies to achieve your goals.
Plan Development
We design a personalized financial plan that aligns with your objectives and simplifies the path to success.
Plan Presentation
We present your tailored financial plan in a clear and straightforward manner, ensuring you understand every aspect of the strategy.
Plan Implementation
We guide you through the process of putting your financial plan into action, providing support every step of the way.
Plan Monitor
Life changes, and so do financial goals. We regularly review and update your plan to ensure it remains aligned with your evolving needs.
Why We Are Different
Investify Wealth Strategies and Insurance Solutions LLC is a modern financial planning firm dedicated to helping individuals, families, and business owners navigate their financial journey with ease by building holistic plans that start with protection first. Our friendly team of advisors focuses on creating personalized strategies that fit your unique goals and make the process straightforward and engaging.