Invest Logo
Monthly Newsletters
Upcoming Events Client Login
 
Richard L. Truxall
Investment Specialist
richard.truxall@investfinancial.com
810-229-0731 ph
810-229-6071 fax
Address:
10511 Citation Dr., Suite 300
Brighton, MI 48116


Independent


About INVEST Financial Corp.
INVEST Financial Corporation, member FINRA, SIPC, is one of the nation's leading providers of insurance and securities products and services through financial institutions. Since 1982, INVEST has been providing clients with convenient access to a full array of investment products and services through independent advisers and financial institutions across the country.

Upcoming Complimentary Dinner Seminar - Reserve Your Spot!

Investing During Uncertain Times:
Go Beyond Traditional Investing
Join me for this complimentary, no-sales-pressure
dinner seminar at 
Karl's Cabin Restaraunt and Bar!
(Located at 6005 Gotfredson Rd., Plymouth, MI 48170)
There is no charge or obligation to atttend and no products will be sold.
Wednesday
May 29th, 2013
6:30 p.m.
Thursday
May 30th, 2013
6:30 p.m.
Seating is limited, so guarantee your reservation
by calling my office at 810-229-0731
If you cannot attend the seminar, and just want to talk about the topic of alternative investments and the value they can have on your investment portfolio, just give me a call at 810-229-0731 or drop me an e-mail,
and I will be happy to talk about it with you.
   

Antique Roadshow - Summer 2013!
I will be sponsoring a FREE Antique Roadshow program
at the Brighton District Library!
The dates are not set yet, but we'll announce it as soon as it's confirmed.
Want to be the first to know when it will be?
Call me at 810-229-0731 or drop me an e-mail at richard.truxall@investfinancial.com
and I'll let you know the date as soon as I know.

Free Monthly Newsletters

Read the May 2013 Newsletter: Time to Rebalance the Portfolio

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 specific needs. Once we implement your plan, we will meet periodically to review your investments and make adjustments to meet your continually changing needs.

What Can You Expect?
A relaxed, honest, no-pressure appointment. Deciding how to invest your assets can be very difficult. 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.

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.


To have monthly, independent newsletters and market commentaries e-mailed to you, simply fill in your name and e-mail address below.

INVEST Privacy Policy Statement

Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance
agencies offer securities and certain insurance products and are not affiliated with Capital Asset Advisory Services, LLC.
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.

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.
* Definition from: Dictionary.com. Online Etymology Dictionary. Douglas Harper, Historian.
http://dictionary.reference.com/browse/independent (accessed: January 24, 2013).
Document Code: 104701 - 04-19-14