Life Events

Let's face it - life happens. Children transition to college or back home. Parents transition to retirement living or return to adult children for extra care. Estate needs change and family needs change. Households of five find themselves empty-nesters and there are new opportunities and new challenges at every phase.

At Family Investment Center, we strive to provide peace of mind toward your investments as life events happen. We have extensive academic experience in the emotions of money, understanding that money and emotions are closely connected and that the decisions you make about your money impact your thoughts, emotions, and your family life.

No doubt, life will change. But the trust you can place in our team will stay the same, year after year.



Let’s plan for some serious freedom.

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