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Invest Financial Corporation

in·de·pend·ent [in-di-pen-duhnt]

Richard Truxall, Investment Advisor Representative, (734) 426-1614

 Invest Financial Corporation, is a national, independent Broker/Dealer. With this independence, I have the freedom to utilize a wide array of investments to help my clients attain their goals, without being limited to any specific investment company or product.

What Can I Do For You?
Retirement, changing jobs, reviewing your insurance and planning for your future are common situations that call for a diligent review of your financial plan. Many people are overwhelmed by the variety of investment options and strategies available. My goal is to help you sort out all the choices, and create a structured investment plan designed to meet your needs. Once we implement your plan, we will meet periodically to review your investments and make adjustments to meet your continually changing needs.
 

How Much Does It Cost To Get Started?
NOTHING. I will review your situation and create an investment plan without any charge. No strings attached. Drop me an e-mail at richard.truxall@investfinancial.com or give me a call at 810-229-0731 to set up your complimentary review.
 

No Pressure.

What Can You Expect?
A relaxed, honest, no-pressure atmosphere. Deciding how to invest your assets is a difficult decision. I will help guide you with my experience and knowledge through the often complex maze of investment options to create a structured investment plan presented in understandable terms.
 
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Invest Financial Corporation
10511 Citation Dr., Suite 300
Brighton, MI  48116
E-Mail: richard.truxall@investfinancial.com
Phone: (810) 229-0731
Fax: (810) 229-6071

*

 Definition from: Dictionary.com. Online Etymology Dictionary. Douglas Harper, Historian.
http://dictionary.reference.com/browse/independent (accessed: February 01, 2012).

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in states were Richard Truxall is currently registered.

Licensing
Richard Truxall is licensed in Michigan (MI), Tennessee (TN) and Pennsylvania (PA).  

Legal Notice
As a regulated business, a broker/dealer, investment advisor, BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, BD agent or IA representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA representative requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities and Investment Advisory Services offered through 
Invest Financial Corporation, Member FINRA, SIPC and Registered Representative.
Non-securities products and services are not offered through Invest Financial Corporation.