Family Investment Planning offers financial planning and investment consultation services. They conduct a complimentary interview to determine the scope of services. Services include cash flow analysis, retirement planning, education funding, estate planning, and investment recommendations. They also offer educational workshops. Investment supervisory services are offered on a non-discretionary basis.
Assets Under Management$10M
Clients15
Advisors1
Avg. per Client$670K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Family Investment Planning does not offer ongoing investment management services. They provide investment consultation, which involves educating clients on investment vehicles, analysis, strategies, and assisting in establishing investment accounts.
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