Investments & Insurance


Contact Us

If you have questions or need to set up a free consultation to learn how to better manage your finances, call toll free at 800-348-4738 ext 5327.

 

Located at MidWest America Federal Credit Union at: 1104 Medical Park Dr; Fort Wayne, IN 46835.

  • Financial
  • Investments
  • Insurance
  • Annuities

Financial Services

Financial Management and Analysis

We use a comprehensive approach to your overall financial well-being that focuses on:

    • Protection – Building your base of insurance protection
    • Accumulation – Developing strategies to save money for retirement, education, purchases, etc.
    • Management – We help you manage your financial strategies as they evolve throughout your lifetime

Pre-retirement planning

IRAs (Individual Retirement Accounts)
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs
    • Rollover (conduit) IRAs
  1. SEPs (Simplified Employee Pensions)
  2. SIMPLEs (Savings Incentive Match Plan for Employees)
  3. TSAs (Tax Sheltered Annuities) and 403(b) Plans
  4. Non-qualified Deferred Compensation Plans
  5. Non-qualified Accumulation

  6. Retirement Income Planning

  7. Retirement Distribution Planning
    Legacy Planning


Educational Funding Planning

    1. Section 529 Plans
    2. Roth IRAs
    3. Coverdell Education Savings Accounts


Wealth Management Services

 

 

Investment Products*

Stocks
Bonds
Mutual Funds

American Funds
Putnam Investments
Franklin Templeton

Plus other selected funds

 
 

* Some policies are brokered. Read it carefully before you invest or send money.

Insurance Products*

Life Insurance

Variable Universal Life
Term Life
Whole Life
Universal Life
Joint and Survivor Life

 

 

Long-Term Care Insurance

 

Disability Income

 

* Some policies are brokered. Read it carefully before you invest or send money.

Annuity Products*

Fixed Annuities

Variable Annuities

Equity Index Annuities

 

* Some policies are brokered. Read it carefully before you invest or send money.

 

Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST *are not NCUA insured *are not guaranteed by any Credit Union * may lose value.

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 herein or any information contained in any link provided herein.

 

INVEST Financial Corporation's Privacy Policy

 

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.

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