Isn’t it time your money made sense? We think so.
Money can be complicated, but we believe it should lead to more freedom and confidence.
Since 1998 Family Investment Center has been providing high quality and fee-only planning services. Beginning Jan. 1, 2018, we’ve expanded these services under the leadership of Richard C. Salmen, CFP®, CFA, EA. Richard provides professional financial planning services with a team at a Family Investment Center office in Lenexa, Kan. (Two locations, one mission: You and your goals).
Why? Because we’ve always provided what we call situational financial planning. This means our clients come in with a particular circumstance or situation that requires a little review and some help. In the past, we’ve put the information together to help them do that.
Today, our expanded financial planning services means a more systematic approach. It involves insurance, estate planning, investment management, investment planning and taxes. It’s a more comprehensive and robust package than what we’ve had in the past. We believe this is something that adds genuine value to our existing clients. We can now provide more comprehensive investment management, business planning, insurance planning, risk management, cash flow management and goal setting services. And it’s all based on you, not driven by sales or commissions.
Why Richard C. Salmen?
Richard C. Salmen, CFP®, CFA, EA, is a nationally-known name in the areas of financial planning and investing. His past leadership positions include national President of the Financial Planning Association and 2018 Chair of CFP® Board’s Board of Directors. Salmen spent nearly a decade and a half as a member of the Army Reserves, achieving the rank of Captain. Salmen is also a retired air traffic controller for the Federal Aviation Administration.
He comes to Family Investment Center from a top leadership position at BOK Financial Corp/GTrust, where he spent 16 years overseeing the firm’s financial planning practice. Through his leadership at BOK Financial Corp/GTrust, he helped hundreds of clients across the United States in a quest to “make money make sense.” Demonstrating his dedication to high standards in the financial profession, Salmen served as co-chair for two international financial planners’ tours and holds many industry credentials, including CFP®, CFA and EA.
He is currently in a four-year term on the Board of Directors for the Certified Financial Planner Board of Standards, Inc., serving as the 2018 Chairman.
How does Richard view adding his services to the Family Investment Center team? “We see our role as financial planners like a coaching role. We guide people to use their money more effectively in their lives. Money can be complicated, and it’s literally our role to make money make sense. This is the core of who we are and what we do.”
Read more about Richard here: