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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.

Do You Have a Trusted Investment Advisor?

An Investment Advisor Can Help You Make Important Financial Decisions for Your Future

 

investment advisorWhat’s your opinion of investment advertising? Do you immediately turn away when you come across it? You may not even realize you’ve tuned it out, which is unfortunate because so many Americans need the assistance that an investment advisor can offer.

Dan Danford, founder/CEO of Family Investment Center, recently penned a column in The Kansas City Star that touches on this topic.

Danford says that while some Americans will only take the DIY approach to investing their money, the majority of us would benefit from enlisting the help of a trusted professional.

Some investors are loyal to one brand and will invest heavily in its stock. Perhaps it’s their workplace where they enjoyed a long career and from where they have retired. They sink everything they’ve got into the performance of that one company. But what if the company begins to fail? All those years of saving and investing are now in jeopardy. This is not an uncommon scenario and it’s one that could possibly be avoided with the help of a professional.

It’s likely that the people who get in these predicaments don’t know that they should implement a long-term plan where portions of the stock are liquidated, often in a tax-advantaged manner. That’s the advice Danford offered in his column.

The process of making investments for the future intimidates many Americans. If this is true for you, consider talking to an investment advisor about what you should do. There are a number of investment vehicles that suit the goals that are unique to every investor.

The thing is, people can maintain their loyalty as long as they diversify. It’s really all about risk abatement – making smart decisions by spreading the nest egg out over a number of different investments that carry various levels of risk, tailored to the individual investor’s risk tolerance, time horizon and goals.

Unfortunately, there are many consumer advocates out there that offer poor investment advice, including advice saying no one needs a professional to assist them in their DIY investment efforts. However, it’s unwise for the average person to attempt to tackle the many complexities involved in investing.

“While many people are capable of basic investment and finance decisions,” Danford said in his column, “suggesting that the average person tackle complex financial issues without professional help is like advising consumers to service their own cars. Given the proper training and experience, I suppose it’s an option, but how many people have the knowledge, inclination and time to perform such a complicated and potentially hazardous task?”

At Family Investment Center, clients quickly leave their intimidation behind them as they receive reassurance from our team of professionals. The process is complex, but it’s what we do day in and day out, and we know how to inform you in a way that will educate you and prepare you for the big decisions that need to be made about your financial future. So make an appointment with us and let’s talk about your goals.

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