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.


Let’s plan for some serious freedom.

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