Invisor Financial LLC
Invisor Financial works with individuals and families to help them plan for the future. Our starting point is getting to know you and what you hope to achieve. It some instances that may mean helping you identify goals if you have struggled to determine what may be possible. From there, we map out a straightforward plan to accomplish those goals and assist you in making the plan come to life.
We offer several ways of working with clients to suit their needs.
- Ongoing Financial Planning: For those who would like ongoing support in managing their financial lives. With a monthly subscription fee, this service is ideal for busy professionals with limited time but who understand the value of getting their financial house in order and preparing for the future.
- Ongoing Financial Planning and Investment Management: For those wanting an ongoing relationship that includes not only financial planning, but investment management as well. With a percentage-based fee, this service is tailored for individuals who would like comprehensive support on all aspects of their financial lives.
- One-Time Financial Planning: For those who have a specific need and would like expert financial assistance. With a quoted flat or hourly fee, this service is ideal for one-time needs, such as analyzing pension options or maximizing Social Security or building a financial plan that can then be implemented without our assistance.
Our goal is to help our clients plan for success. The first step is to start the conversation.