Description: When you need financial planning, investment management, retirement planning or strategic wealth planning, you can trust Family Investment Center.
tax planning (810) registered investment advisor (114) investment portfolio (43) estate planning education (3) will facilitation (3) trust facilitation (3)
The value we place on family–both yours and ours–is evident in every interaction. Few teams have the national and industry recognition of Family Investment Center; even fewer successfully pair modern financial planning tools with timeless investment principles for your benefit.
Over the years, we have found that our firm works most effectively with people who share some or all of the following characteristics:
A desire to live a more meaningful life.