Mayo Vera Financial Advising

Moving to your future one step at a time

Welcome to Mayo Vera Financial Advising, under INVEST Financial Corporation. We work with individuals like yourself and small business owners achieving their goals for today and the future. We invite you to contact us and set up a meeting to show you how we can help you secure your financial future. We are an independant financial advising firm that works with over 30 companies and more than 20 different types of products, so we have the ability to find the perfect product for every situation.

Feel free to browse this website to learn about ourselves, our products, and get a better picture of how we can help you and your financial needs.

 Contact us and set up a meeting, remember there is no time like today because today is a gift, that is why they call it the present.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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