New Year May Mean A New Financial Plan

We all do it every time a new year begins. We make resolutions and plans about all the things we’re going to do (or not do) in the new year. We’re now starting the fourth week of 2012 – how are we doing? 

One of the most popular new year’s resolutions seems to be about money. Whether it’s paying off debt, going on a budget, developing a savings plan or something similar, money is always on the resolution hit list.

While the economy may not lend itself to making our financial goals an immediate reality, it does make us think. We offer a variety of tools and resources to help you on your journey towards feeling more financially secure. Our Web site,, offers financial calculators and various personal financial coaches for a “do-it-yourself” approach.  But if you’re like most of us, sometimes you just don’t know where to begin, let alone how, and you could use a little guidance.

That’s where our Investment Services professionals can help. They can help you with:

  •  retirement planning;
  • college funding;
  • estate planning and asset management;
  • 401K/pension rollovers;
  • insurance planning;
  • long-term care insurance;
  • mutual funds;
  • annuities;
  • stocks;
  • bonds; and
  • life insurance

 Call us at (800) 283-2328 to find a representative in your area and to schedule your free consultation.

Registered representatives of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA / SIPC, a registered Broker Dealer and affiliated insurance agencies. INVEST is not affiliated with Members 1st Investment Services. Products and services offered through INVEST

  • Are not NCUA insured
  • Are not guaranteed by a Credit Union
  • May lose value.

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

  1. satisfy the qualification requirements of, and are approved to do business by, the state; or
  2. 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

    1. effecting, or attempting to effect, transactions in securities; or
    2. rendering personalized investment advice for compensation.

 INVEST Financial Corporation’s Privacy Policy

This web site 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.

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