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Richard Truxall, Investment Specialist
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


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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.
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.


I am constantly presenting or sponsoring FREE programs in the Livingston, Washtenaw and Oakland County areas. Some programs are investment related and some are not.
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October 2014 Knowing the Right Time to Retire

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* Definition from: Dictionary.com. Online Etymology Dictionary. Douglas Harper, Historian.
http://dictionary.reference.com/browse/independent (accessed: January 24, 2013).
Document Code: 11359 2-27-2014