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.
An estimated 33 percent of Americans have no idea how much money they will need to cover basic living expenses when they retire. Most of them will be in for quite a shock when they quit their full-time jobs and settle into retirement with spending habits that are inappropriate for an individual on a fixed income.
If only you could think like Warren Buffet – the Oracle of Omaha – as many have labeled the Nebraska billionaire. If you had that ability, you’d have the perfect plan for your retirement and for your kids’ financial future, whether it’s a trust fund or a college fund.
Here's a picture of what an appointment with a fee-only advisor would look like: You, sitting face to face with a professional advisor, in a relaxed setting. The conversation ranges from your interests and goals to new tools that are available for financial planning. There's no high-pressure tactics, and you're likely to learn about asset management from an academic and an economic perspective in easy-to-understand terms.
What’s in a name - or more distinctly, what’s in the initials that follow the name of a financial advisor? Today, there are nearly 100 different sets of credentialed initials an advisor can have after his or her name, and savvy clients know the meaning behind the top ones.