Richard L. Truxall, AIF®
Investment Specialist 734-335-4155 cell 810-229-0731 office 810-229-6071 fax Address: 10511 Citation Dr., Suite 300 Brighton, MI 48116 
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Hello and Welcome!
My philosophy is very simple: provide understandable investment information and recommendations so that you can make informed decisions about your investments. Since I am an independent Investment Specialist, I am not beholden to any specific company or product. I would not have it any other way. What Can You Expect from Me? A relaxed, honest, no-pressure conversation about your unique life goals and how your investment portfolio can help you achieve those goals. I will 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. 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 no-cost, no-obligation appointment. What does the AIF® After My Name Mean? This means that I hold the designation of an Accredited Investment Fiduciary. To achieve this designation, I completed training that taught me to implement a prudent process of investment practices which is based on the implementation of standards as described by the International Organization for Standardization. Want to View My Background with FINRA? I highly recommend reviewing the FINRA background of any advisor that you work with, regardless of whether you work with me or someone else. You can view my FINRA background by clicking on the BrokerCheck image below: 
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Registered representative of INVEST. INVEST Financial Corporation, member FINRA/SIPC, and its
affiliated insurance agencies offer securities and certain insurance products.
INVEST does not provide tax or legal advice.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting,
or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. no representations
are made as to the accuracy of the information contained herin or any information contained in any link provided herein.
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
(a) satisfy the qualification requirements of, and are approved to do business by, the state; or
(b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
(a) effecting, or attempting to effect, transactions in securities; or
(b) rendering personalized investment advice for compensation.
*Definition from: Dictionary.com. Online Etymology Dictionary. Douglas Harper, Historian.
http://dictionary.reference.com/browse/independent (accessed: January 24, 2013).
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
(a) satisfy the qualification requirements of, and are approved to do business by, the state; or
(b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
(a) effecting, or attempting to effect, transactions in securities; or
(b) rendering personalized investment advice for compensation.
*Definition from: Dictionary.com. Online Etymology Dictionary. Douglas Harper, Historian.
http://dictionary.reference.com/browse/independent (accessed: January 24, 2013).