What kind of people work with Family Investment Center?

Over the years, we have found that our firm works most effectively with people who share some or all of the following characteristics:

  • A desire to live a more meaningful life.

  • A pledge to shift behavior if it furthers long term goals.

  • Realistic investment objectives and a willingness to communicate expectations.

  • Confidence in our advice and a commitment to ignoring financial noise.

  • Willingness to accept investment returns offered by the market, recognizing that there is no foolproof way to achieve above-average performance.

  • Recognition that we don’t have all the answers, and that financial planning and investing – like life – is not an exact science.


Let’s plan for some serious freedom.

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