Family Investment Center

Family Investment Center is a fee-only financial planning firm that combines financial planning with portfolio management. Its services cover retirement, estate, tax, education, and social security planning, along with business planning, insurance review, cash management, and career management. Its team includes several CFP professionals and enrolled agents.

Clients pay an annual planning fee based on family income, income type, tax complexity, and net worth, with an open retainer that allows calls and meetings on financial issues without extra charge. For clients who want the firm to manage money directly, an asset management fee applies, typically 1% of assets under management. The firm has offices in St. Joseph and Lenexa, Kansas, and the St. Joseph office is at 3805 Beck Road.