Making the right decisions in your retirement program can be difficult. Professional guidance and direction can be important to the success of your plan. The registered representative of INVEST Financial Corporation offers retirement plan strategies designed to meet the needs of corporations, partnerships and sole proprietors.

If you are establishing or managing a pension plan for your business, the INVEST Representative can help provide the information you need to make informed financial decisions. There are many retirement plans available. Determining the best features and benefits for both the business and your employees can be complex, but it doesn't have to be difficult. INVEST offers these services:

• Pension plan analysis
• Plan administration services
• Prototype plan documents
• Investment selection
• Group insurance needs

By combining these services with INVEST's life insurance services, the INVEST Representative can provide business owners buy/sell plans, non-qualified deferred compensation programs, executive bonus plans, split dollar, key man and estate planning.

Businesses should review all of their options before adopting a retirement program. INVEST's comprehensive planning services are designed to ensure the selected plan will meet your company's needs today and for years to come. Our goal is to consult with the employer at the outset, to help employees enjoy retirement in the furture.

If you would like more information on Retirement Plans, Profit sharing Plan, 401-K Plans, or SEP/IRA's, call Ron Monroe, CPA, the INVEST Representative at 884 Elbert St., Elberton, GA, 706-283-2854.

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Pinnacle Bank. Securities, advisory services, and insurance products are offered through INVEST and its insurance agencies and • are not insured by the FDIC • are not a deposit or other obligation of, or guaranteed by, Pinnacle Bank, • are subject to risks including the possible loss of the principal amount invested.

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.