Invest For Change, LLC
Socially Responsible Wealth Management

DARRON R. STOVER
MBA / President

|   (919) 521-5150   |   Fax: (919) 341-7964   |   Darron@Invest4Change.com

SERVICES for INDIVIDUAL CLIENTS
v  General Investment Education
v  Evaluations/Recommendation for Portfolio Allocation
v  Research and Recommendations on Specific Securities
v  Investment Plan Design
        ¨  Definition of Financial Objectives, Capabilities and Risk Tolerance
        ¨  Implementation of Systematic Investment Plans
v  Estate Planning Issues
v  Life & Disability Insurance Analysis
v  College Funding Plans
v  Qualified Retirement Plan Rollovers

Before meeting I do qualify prospective clients to see what potential there is for business.  Once I have established a person/couple as qualified for my services, I will set up an initial meeting.

The Client Process is symbolized by the "3 I's"

Information Meeting ... Initial meetings are designed to share information, so I can learn about your financial goals, your capabilities and your risk tolerance.  And I can share with you my philosophies for financial planning.  

Idea Meeting ... I will put together a proposal showing you several ideas and options that will help you achieve your objectives.

Implementation Meeting ... Once decisions are made, I will handle all the details of implementing your plan.


Securities & Investment Advice offered through FSC Securities Corporation, a Registered Broker/Dealer & Registered
Investment Advisor; Member FINRA/SIPC.  Invest For Change, LLC is not affiliated with FSC Securities Corporation