Intelligent investing requires time, talent and training.
We Offer a
Full Range of Services
We recognize that there may be circumstances where a complex financial situation exists. In these circumstances, an in-depth study may be necessary to help the investor come to an appropriate decision. An applicable service fee may be charged upon mutual agreement.
Upon request, we can also recommend outside consultants such as a CPA, which can possibly result in significant tax savings.
Stocks & Bonds
These individual securities can be purchased through Family Investors Company. It is important to take the time to research your individual securities and know where they are being held.
Retirement Plans
Whether retirement is down the road or just around the corner; planning is must. We offer 401K, Simple IRA, SEP IRA, Traditional & Roth IRA’s.
Estate Planning
We work with a local attorney and CPA to make sure you are leaving the legacy you want to your loved ones.
Mutual Funds
A mutual fund invests money that you and others put into the fund. It can buy many different investments and provide more diversification than individual stocks and bonds.
For Children
We work with parents to help save for their child’s future whether it be a college savings plan (529), Uniformed gift to a minor account (UGMA) or gifting from their investments.
Annuities
Annuities are Insurance contracts that are designed to provide retirement income. They are another way to provide financial security for your family.
Insurance
Family Investors offers a variety of creative solutions for your life and long-term care insurance needs.
Investments
You can save for your long-term goals by using tax free or tax deferred investments, such as municipal bonds, annuities, 529’s, IRA’s and other retirement investments.
