Family Investment Center
Planning for some serious freedom!
Our approach to financial planning focuses on the process rather than the product. We have structured our financial planning fee to be an open-ended retainer. This allow our clients to call us to come in to see us at any time during the year. This access is over and above the regularly scheduled appointments and at no additional fee. Our view is that we would much prefer our clients call us for a small conversation prior to making a financial decision rather than afterwards. We want to be there for you when you need us.
When we manage assets directly for you we charge an asset management fee with no up front sales commissions and no back end sales charges.
We are here to assist you in many aspects of your life including but not limited to:
- Tax Planning and Preparation
- Record Keeping
- Goal Setting
- Insurance Review
- Estate Planning
- Portfolio Analysis
- Asset Allocation Strategy
At your initial appointment we will discuss where you have been, where you are now, and where you want to go in your financial life. We will then describe our services and how we can benefit you in your unique situation and address any questions or concerns you may have. You will not be under any obligation to retain us and this appointment is completely free of charge. We're looking forward to working with you soon!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.