Updated: Apr 22, 2022
Check out Invisor Financial’s video giving insight on who Invisor Financial is and what makes them different.
What makes us unique and distinguishes us, is that we focus on Financial Planning. What that really means is that we look at our client’s full financial picture, not just their portfolio. We’re going to look at if they are on track for retirement. Their tax returns to determine if they are maximizing their tax situation. Their estate to ensure their assets are left to the correct loved ones, and their investments to make sure they giving themselves the best chance to be successful.
Justin Lueger is President of Invisor Financial LLC, a registered investor adviser firm in the State of Kansas. All opinions expressed are his own and should not be viewed as individual advice. He can be reached at firstname.lastname@example.org.