Average is not good enough … Our goal at Family Investment Center is excellence. We find excellent investment products and supervise an excellent service package. We maintain a library of excellent research materials and financial planning resources. We also demand top safety and security for our clients.
We won’t settle for average. We continually seek top managers or securities and meld them into superior custom portfolios. Each palette of investments is carefully tailored to personal or family goals. We enlist excellent managers, research, resources, and effort for our clients. Don’t settle for average. You deserve excellence.
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Family Investment Center Now Offering Expanded Financial Planning Services
Family Investment Center is expanding its financial planning offerings, and a nationally-known professional in the investment industry has joined the team to carry this work forward. Richard C. Salmen, CFP(R), CFA, EA is leading a new team of investment professionals from a Family Investment Center office in Lenexa, Kansas.
Salmen brings a high-impact resume and national recognition to the Kansas City region. As of January 1, 2018, Richard C. Salmen serves as president of Family Investment Center and will lead the financial planning services. Salmen’s credentials include CERTIFIED FINANCIAL PLANNER® Professional and a Certified Trust & Financial Advisor (CTFA). He received the CFA Institute Board of Governors Chartered Financial Analyst (CFA®) charter. As an Enrolled Agent (EA), he is authorized to represent taxpayers before the Internal Revenue Service at all levels.
Salmen’s previous experience includes serving as the Chief Executive Officer of Northern Financial Advisors, a Detroit, MI, fee-only financial planning and investment management firm. He graduated summa cum laude with a Bachelor of Science in Business Management from the University of Nebraska at Kearney and was a graduate business scholar while receiving his Master of Business Administration (MBA) degree from the University of Kansas.
In 2006, Salmen began a three-year term as a member of the national board of directors for the Financial Planning Association (FPA) based in Denver, Colorado, ultimately serving as national President in 2009. In 2010, he served as FPA national Chairman. In November 2014 he was elected to serve a four-year term on the Board of Directors for the Certified Financial Planner Board of Standards, Inc., beginning January 1, 2015. He is the 2018 Chair of CFP® Board’s Board of Directors.
As a true multi-tasker, Salmen is a retired air traffic controller for the Federal Aviation Administration and also spent 14 years as a member of the Army Reserves, finishing his career at the rank of Captain. Read more here in this Kansas City Business Journal article.
Salmen’s accolades are commendable, but it’s his experience in financial planning that caught the eye of Dan Danford, CEO of Family Investment Center. Danford said in a recent news release that Salmen will expand on existing financial planning services. “This broadens the scope of Family Investment Center to solve client challenges at different levels of goals,” Danford said.
Furthermore, Salmen, like everyone at Family Investment Center, has operated as a fee-only, or commission-free, advisor. He will maintain that model as he works with Family Investment Center out of Lenexa. Areas of financial planning offered by Salmen and his team include tax preparation; estate planning; business planning; insurance planning and risk management; cash flow management; and goal setting.
If you’re interested in 2018 being the year that money makes sense, contact our team at Family Investment Centertoday. It’s time to start doing more of what you love.