What services does Family Investment Center provide?

Financial Planning

• Retirement Planning
• Estate Planning Education & Will (and/or Trust) Facilitation
• Tax Planning
• Tax Preparation
• Cash Management
• Career Management
• Business Planning
• Insurance Review
• Social Security Planning
• Education Planning

Portfolio Analysis and Investment Implementation Services

• Portfolio Analysis and Design
• Implementation
• Ongoing Evaluation and Revisions

All services include analysis and forecasting, professional evaluation and advice, specific recommendations, implementation support, a structure for making decisions, and accountability.