FIC Blog

We believe in – and live by – a philosophy of excellence.

Average is not good enough … Our goal at Family Investment Center is excellence. We find excellent investment products and supervise an excellent service package. We maintain a library of excellent research materials and financial planning resources. We also demand top safety and security for our clients.

We won’t settle for average. We continually seek top managers or securities and meld them into superior custom portfolios. Each palette of investments is carefully tailored to personal or family goals. We enlist excellent managers, research, resources, and effort for our clients. Don’t settle for average. You deserve excellence.

Please search our blog posts for answers to common investment questions, and we look forward to sharing our knowledge and experience with you first-hand.

How Do Living Trusts Work?

Most adults plan ahead for something – for a vacation, for buying a vehicle, for a job change. Few give a lot of thought to how to make the most of their resources once they’re gone, and how this could be done with little hassle for loved ones.

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Wealth Management for Families: Today, Walt Disney World; Tomorrow, Yale

Many people believe they have plenty of time to plan for their financial future. It isn’t until something comes up that requires a little more than what they have that they realize they’re behind on their planning … and overwhelmed.

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Investment Strategies: Surprising Facts About Social Security Benefits

According to a July report from the Social Security Administration, there are 37 million retired Americans drawing Social Security. Their benefits are averaging about $1,270 a month. There are another 17 million-plus disabled, dependent and survivors drawing around $1,200 a month on average.

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Choosing an Investment Advisor: Four Signs Your Choice is Trustworthy

Investing money is somewhat like learning to hang glide: A few can learn it on their own, but most have the best success if they ask a trained professional for guidance.

Your hard-earned money can slip away quite easily if your investment choices come from a place of inexperience or lack of knowledge. A professional financial planner can assist you in putting your money in places that will allow it to grow safely.

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Investing For Families: Can Your Teens be Involved?

Most parents want their offspring to grow up with some sense of financial responsibility. But what advice are you handing down? Are you leading by example, or are you more of a “do as I say not as I do” type of mentor? There are a few cues one can take from people who’ve had success.

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