What services does Family Investment Center provide?
- 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
- 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.