PURSUE FINANCIAL FITNESS

Whether you founded the latest startup or looking for an exit strategy, we're here
to help you work toward your financial goals. 

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal lifestyle? The unique, comprehensive strategies and disciplined execution that put Nvestfit on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

We Employ Financial Fitness Techniques to Improve Your Overall Financial Wellness

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Samuel Richmond, M.S., CFP®

President

As a CFP® professional, I strive to serve my clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your...

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WHO WE WORK WITH

We work with entrepreneurs and entrepreneurially minded individuals and their families.

<span>Entrepreneur</span>

Entrepreneur

From restaurateurs and retail businesses to tech and real estate professionals we are aware of the unique challenges you face. Let’s work together so that you have a game plan to take your establishment to the next level as you pursue your personal and professional goals.

<span>Athletes</span>

Athletes

Oftentimes your faced with large sums of money with minimal experience in managing it. Not to mention the average career of an athlete is 5 years and 70 percent of your lifetime income often falls within this period. It’s especially important to employ financial fitness techniques to avoid the pitfalls that occur after your professional career ends. Strengthening your money muscles today can mean financial wellness for life.

<span>Entertainers</span>

Entertainers

Like professional athletes you may be exposed to large sums of wealth but it may be inconsistent or periodic. Instead of experiencing feast or famine let’s tailor a financial script to act out, that will enable you to enjoy the pursuits towards your dreams.

Entrepreneur<span>&#160;in the Making</span>

Entrepreneur in the Making

You know who you are, dreaming with eyes wide open in pursuit of a vision you intend to make a reality. Yes, you’re a risk taker. Let’s evaluate your options to enable you to take the calculated risk necessary to improve your probability of success.

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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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