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Products

What product solutions do we provide our clients?

We take an unbiased approach to the investments choosen for your individual situation.

Full Service Brokerage
Stocks (Equities)
ETFs
CDs
Investment Advisory Accounts
Bonds (Fixed Income)
Mutual Funds
Variable Annuities
Fixed Annuities
Unit Investment Trusts
Life Insurance (Whole, Term, UL, VUL)
Disability Insurance
Medicare Supplement and advantage plans
Medicare Part D plans
Long-term Care Insurance
Real Estate Investment Trusts (REITs)
Hedge Funds
529 Plans
Health Savings Accounts
Alternative Investments

INVEST does not provide certain types of insurance.

Fred Johnson, Chadwick Mangum and John Matheny are Registered Representatives of and offer securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance companies. INVEST is not affiliated with Safe Retirement Planners, LLC. Advisory services offered through INVEST, a Registered Investment Advisor.

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 representatives are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:
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.