InVestra

?? Prioritizing YOU After Divorce ?? Divorce isn’t just an ending—it’s a new beginning. It’s a time to rediscover your strength, reclaim your independence, and build a future that aligns with your goals. ??? At InVestra, we understand that financial clarity plays a huge role in emotional healing. Our divorce planning resources can help you navigate this transition with confidence, empowering you to make informed decisions for your future. Self-love starts with putting yourself first—financially, emotionally, and mentally. ?? You are not alone—there is hope, healing, and a new chapter ahead. ?? Visit our website and learn more: https://zurl.co/LEasn #SelfLove #FinancialIndependence #DivorceHealing #NewBeginnings #InVestra

As we near the end of Women’s History Month, its time for our admin team at InVestra to share the incredible women who have had the greatest impact on their lives. Check it out below to hear their personal stories and messages on the women who have shaped them! ?? We still want to hear from YOU! ?? Who is the woman in your life who has inspired you the most, and why? ?? Whether it's a mentor, a family member, or a trailblazer you admire, share your story with us in the comments! Let’s continue to celebrate the powerful women who shape our lives and futures. ?? #WomensHistoryMonth #InspiredByWomen #EmpoweredWomen #InVestra

??Celebrating Women's History: Women in Finance - Week 3 ?? In 1967, Muriel Siebert shattered glass ceilings as the first woman to own a seat on the New York Stock Exchange. ?? She fought for inclusion and equality, paving the way for women in finance and proving there’s no limit to what determination can achieve. Her impact resonates today, inspiring generations of women to lead with confidence in industries where they’ve historically been underrepresented ?? Empowering women and their families to plan for a confident future is at the heart of what we do at InVestra. Click here to learn how we help women achieve their goals: https://zurl.co/mA1qV #Trailblazer #WomenInFinance #FinancialEmpowerment #InVestra

Building Healthy Relationships for Your Future Relationships are important for many aspects of life. Can we cultivate them for our best mental, physical, and even financial health? Read here: https://zurl.co/rIWVo #relationship #InVestra #financialplanning #wealthadvisor

Happy St. Patrick's Day from InVestra! May your day be filled with joy and a touch of Irish luck ??As you pursue your financial goals, remember that a solid plan can be the pot of gold at the end of the rainbow ???? https://zurl.co/MCwx6 #InVestra #WealthManagement

?? Celebrating Women's History: Women in Finance - Week 2 ?? Maggie Lena Walker was a trailblazer who shattered social and economic barriers. In 1903, she made history as the first woman to found and own a bank and became one of the first self-made female millionaires. ?? Her courage to step into new frontiers inspires women today to forge paths and achieve their dreams. At InVestra, we believe in empowering women to take control of their financial futures and break through barriers. Learn more here: https://zurl.co/8gxbc #Trailblazer #WomenInFinance #FinancialEmpowerment #WomensHistoryMonth #InVestra

?? Navigating Layoffs? You’re Not Alone. InVestra is Here to Help! Recent layoffs have left many wondering, "What’s next?" If you or someone you know has been affected, InVestra is here to guide you through the financial transition with confidence. ? Understand Your Benefits – We’ll help you evaluate severance, 401(k) rollovers, and health insurance options. ? Optimize Your Cash Flow – Budgeting for a period of uncertainty is key. Let’s build a plan to stretch your resources. ? Explore New Opportunities – Whether it’s a career pivot or early retirement, we’ll help you align your next steps with your long-term financial goals. A layoff can be overwhelming, but with the right strategy, it can also be a turning point. InVestra is here to provide expert guidance and support every step of the way. Let’s talk about how to keep your financial future on track. ?? ?? Book a time with our client service team to get your questions answered, and schedule a meeting with one of our wealth advisors today ?? https://zurl.co/nfdym #FinancialPlanning #Layoffs #CareerTransitions #WealthManagement #InVestra

?? Build a Healthier Financial Relationship with InVestra ?? Just like any strong relationship, your finances need trust, care, and thoughtful planning. At InVestra, we focus on tax planning to help you nurture a healthy financial future. Our proactive strategies help reduce your tax burden, allowing you to keep more of your money and build a stronger foundation for the years ahead. Let us help you cultivate a tax-efficient, worry-free future. ?? Ready to improve your financial relationship? Check out our page to learn more! https://zurl.co/CNpCL #HealthyRelationships #TaxPlanning #WealthManagement #InVestra #TaxEfficiency #FinancialWellness

In honor of Women’s History Month, our advising and planning team at InVestra is reflecting on the incredible women who have inspired them the most by sharing their personal stories and the women who have shaped their journeys.?? Check out below to see what our team had to share! We want to hear from YOU! ?? Who is the woman in your life who has inspired you the most, and why? ?? Whether it's a mentor, a family member, or a trailblazer you admire, share your story with us in the comments! Let’s celebrate the powerful women who shape our lives and futures. ?? #WomensHistoryMonth #InspiredByWomen #EmpoweredWomen #InVestra

?? Celebrating Women's History: Women in Finance - Week 1 ?? Victoria Woodhull was a trailblazer who shattered barriers in both finance and politics. In 1872, she made history as the first woman to run for president and was among the first women to operate a brokerage firm on Wall Street ?? Her bold vision and entrepreneurial spirit remind us that with determination and courage, we can challenge the status quo and create lasting change. At InVestra, empowering women and their families for a confident future is always a top priority. ?? Click here to learn how we focus on women and their goals: https://zurl.co/E04OT #Trailblazer #WomenInFinance #FinancialEmpowerment #InVestra #WomensHistoryMonth