Wealth Management Services

Money can be confusing. There is no instruction manual on how to earn, spend, or save it. At Invisor, we offer tools to help you enjoy life today, while planning and preparing for a comfortable future. It all starts with a personal financial plan.

A planning approach that gives you CLARITY.

Our services are designed for your peace of mind.

FINANCIAL PLANNING

Deep planning to help you make sensible decisions with your money.

WEALTH MANAGEMENT

Deep planning and investment advice, all in one, to help you achieve your goals.

WEALTH LAUNCH

Basic planning to get you on the right financial path early in your career and life.

What to expect? There are three simple steps we follow towards a better financial future for you....

1

Talk

An open conversation about what you hope to achieve and how our planning and investment services could help you. There's no cost for the meeting and no obligation to work with us.

2

Understand

If our services are a good fit for you, the real work begins. We start piecing together your financial life -- investments, debt, insurance. We also take time to clearly define your goals.

3

Plan

With a clear view of where you are today, we build your unique plan to achieve what is important to you. The plan will help maximize your money and keep you moving forward.

Once your personal plan has been created, it's time to implement. Together, we take the right steps to set your personal financial plan into motion.

Visit

225 Main Street

Suite 100

Seneca, Kansas 66538 

Call

Tel: 785-334-4100

Fax: 785-334-4110

2018

All Rights Reserved

Our investment advisory services and investment vehicles offered:  Are Not FDIC Insured; Are Not Bank Guaranteed; May Lose Value

 

Invisor Financial LLC is a registered investment adviser offering advisory services in Kansas and other jurisdictions where exempted. Read our disclosures.