FAMILY INVESTMENT PLANNING, LLC
... the place for "Financial Life Planning"
What's that? Comprehensive Planning or Specific tasks...
- Financial Planning -
Cash flow based analysis... making goals specific, clearer and more actionable, like: ..."relationship" planning, insurance needs, buying a home, education saving, estate planning and retirement.
- Investment Advice -
One time or, "As Needed" perhaps a "Second Opinion",
portfolio review, consisting of a systematic professional
investment review, dialog and written evaluation of your portfolios with "no conflict" recommendations based on your goals, focused on diversification, tax efficiency and performance.
- Fees -
These services are "Fee only"... hourly rates or flat fee. Free written estimates.
Member, Garrett Planning Network*,
a network of fee only advisors that share ideas and knowledge.