Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today's complex and ever changing financial marketplace, it's important to take a team approach to preparing for your financial future. When you join with your INVEST Representative and INVEST Financial Corporation, you create a powerful team.
INVEST strives to make investing simple with easy access to your accounts and fast response to your inquiries.
We Serve...
Non-HSBT Customers * HSBT Customers
Through all of the market ups and downs, we strive to provide quality
service with integrity to help our clients reach their financial goals.
We Manage...
LEGACY * LIQUIDITY * RISK * TAXES
INVEST is a full-service Broker/Dealer, Registered with the Financial Industry Regulatory Authority (FINRA), Securities Exchange Commission (SEC), member Securites Investor Protection Corporation (SIPC), and licensed with state insurance agencies in all 50 states.
INVEST'S Quality Assurance
INVEST's due diligence team utilizes a number of sophisticated techniques to fulfill our mandate of identifying and evaluating quality products that meet the needs of our customers and then maintain a record of "diligent and informed deliberation" in the selection of products made available.
Our Products
- Stocks, Bonds and Mutual Funds
- Fixed and Variable Annuities
- Life and Long Term Care Insurance
- Unit Investment Trusts
- Individual Retirement Accounts
Our Commitment to You
Our Clients' interests come first. By serving them well we will also succeed.
- PERSONAL SERVICE - We believe our clients are entitled to the professional and personal advice of Investment Representatives whose philosophy and style of doing business are compatible with their own.
- INVESTMENT REVIEW - We like to begin each client relationship with a personal financial review designed to identify our client's financial goals, as well as a strategy to help reach them.
- FULL DISCLOSURE - We believe it is important to inform our clients of the costs and benefits of working with a professional investment Representative at INVEST Financial Corporation.
- HELPFUL RECOMMENDATIONS - We seek to make financial recommendations that are consistent with our clients' financial circumstances, risk tolerance, and on track with our clients' goals.
Frequently Asked Questions
As Specialists in the Retirement Services Business, we can help you answer questions such as...
- Am I too young to retire?
- How do I make my money last in retirement?
- Am I invested correctly in my 401k according to my comfort level with risk?
- Am I saving enough now in my working years to provide a comfortable retirement?
- Can I rollover my 401k at INVEST?
Call 620-241-5502 to arrange an appointment with one of our trusted financial advisors.
E-mail us
Tim is a Registered Representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and insurance products and are not affiliated with Home State Bank & Trust. Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Home State Bank & Trust. Products and services offered through INVEST *are not FDIC insured *are not guaranteed by any Bank *may lose value.
This information 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.
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.
Meet our Team
Investment Advisor Representative, INVEST, Tim is a native of McPherson and is a Kansas State University graduate with a degree in Finance. He has been with INVEST at Home State Bank in McPherson since 2010. Prior to that he had two years of financial services experience in the Wichita area.
Administrative Associate, Bev has over 25 years administrative experience and has been with INVEST at Home State Bank & Trust since 2007. She manages operations, marketing and is also our process improvement specialist. Bev is an associated person of INVEST.
Administrative Associate, Ayda is a graduate of Central Christian College in McPherson. She has over five years experience with Home State Bank & Trust as Branch Manager of the North Bank, joining INVEST in 2012. Her attention to detail and knowledge of our INVEST customers are an asset to our business. Ayda is an associated person of INVEST.
