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Business Insurance and Retirement Plans


Retain Key Employees. Enjoy Tax Advantages.

Ask us about the insurance products and retirement plans available through INVEST Financial Corporation for sole proprietorships, professional corporations, main street businesses and family farm operations. Our investment specialists will help you find the retirement plan that meets your objectives.

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products.  Products offered are: not FDIC insured, not deposits of, obligations of, or guaranteed by any bank, and are subject to investment risk, including the possible loss of the principal amount invested. INVEST is not affiliated with American Federal Bank or American Federal Investments.

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.

INVEST Financial Corporation’s Privacy Policy

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 herein or any information contained in any link provided herein.